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

Perigon 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 Q3	$1.58M	Sell	43,682 -8,004	-15%	-$292K	0.02%	462
2026 Q2	$1.81M	Buy	51,686 +5,698	+12%	+$196K	0.03%	433
2026 Q1	$1.46M	Sell	45,988 -4,737	-9%	-$156K	0.03%	438
2025 Q4	$1.63M	Buy	50,725 +26,429	+109%	+$836K	0.03%	418
2025 Q3	$764K	Buy	+24,296	New	+$746K	0.02%	592

Other funds holding EVUS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Perigon Wealth Management's EVUS Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 15% in Q3 2026, selling an estimated $292K and leaving 43,682 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #462.

Perigon Wealth Management first reported a position in EVUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q2 2026. 34 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

Perigon Wealth Management held 43,682 shares of iShares ESG Aware MSCI USA Value ETF worth $1.58M as of Q3 2026.
Perigon Wealth Management sold 8,004 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $292K.
iShares ESG Aware MSCI USA Value ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #462 holding.
Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 5 quarters since.
Perigon Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $1.81M in Q2 2026.
34 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.