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Oregon Pacific Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Oregon Pacific Wealth 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 		$226K Buy
6,451
+131
+2% +$4.5K 0.21% 102
2026
Q1 		$201K Sell
6,320
-212
-3% -$6.99K 0.21% 103
2025
Q4 		$209K Buy
+6,532
New +$207K 0.22% 113

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Oregon Pacific Wealth Management's EVUS Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 2.1% in Q2 2026, buying an estimated $4.5K and bringing the position to 6,451 shares worth $226K. The position accounts for 0.21% of the portfolio, ranked #102.

Oregon Pacific Wealth Management first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Oregon Pacific Wealth Management held 6,451 shares of iShares ESG Aware MSCI USA Value ETF worth $226K as of Q2 2026.
  • Oregon Pacific Wealth Management bought 131 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $4.5K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.21% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Oregon Pacific Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.