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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
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

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

Perigon Wealth Management's EVUS Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 51,686 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #433.

Perigon Wealth Management first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Perigon Wealth Management held 51,686 shares of iShares ESG Aware MSCI USA Value ETF worth $1.81M as of Q2 2026.
  • Perigon Wealth Management bought 5,698 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $196K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.