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One Wealth Capital Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

One Wealth Capital Management’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 		$428K Buy
12,183
+1,278
+12% +$43.9K 0.12% 126
2026
Q1 		$368K Sell
10,905
-1,317
-11% -$43.4K 0.16% 66
2025
Q4 		$392K Buy
12,222
+4,020
+49% +$127K 0.17% 78
2025
Q3 		$258K Buy
+8,202
New +$252K 0.12% 99

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

One Wealth Capital Management's EVUS Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 12% in Q2 2026, buying an estimated $43.9K and bringing the position to 12,183 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #126.

One Wealth Capital Management 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.

  • One Wealth Capital Management held 12,183 shares of iShares ESG Aware MSCI USA Value ETF worth $428K as of Q2 2026.
  • One Wealth Capital Management bought 1,278 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $43.9K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.12% of One Wealth Capital Management's portfolio in Q2 2026, its #126 holding.
  • One Wealth Capital Management 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 One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.