MOS
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MGO One Seven’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

MGO One Seven’s Portfolio EVUS Stock Details EVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Buy
19,010
+142
+0.8% +$4.87K 0.01% 852
2026
Q1 		$601K Buy
18,868
+2,878
+18% +$94.9K 0.01% 837
2025
Q4 		$512K Sell
15,990
-639
-4% -$20.2K 0.01% 862
2025
Q3 		$523K Buy
+16,629
New +$511K 0.01% 798

Other funds holding EVUS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MGO One Seven's EVUS Position: Q2 2026 in Review

MGO One Seven increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 0.75% in Q2 2026, buying an estimated $4.87K and bringing the position to 19,010 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #852.

MGO One Seven first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • MGO One Seven held 19,010 shares of iShares ESG Aware MSCI USA Value ETF worth $667K as of Q2 2026.
  • MGO One Seven bought 142 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $4.87K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #852 holding.
  • MGO One Seven first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.