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Patriot Financial Group Insurance Agency’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-9,696
Closed -$309K – 550
2026
Q1 		$309K Buy
+9,696
New +$320K 0.02% 558

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Patriot Financial Group Insurance Agency's EVUS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026, closing a stake of 9,696 shares — an estimated $309K sold.

Patriot Financial Group Insurance Agency first reported a position in EVUS in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 82 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,696 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $309K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware MSCI USA Value ETF position peaked at $309K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.