PWM
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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $32.7B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Perigon Wealth Management's EVUS Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 9.3% in Q1 2026, selling an estimated $156K and leaving 45,988 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #438.

Perigon Wealth Management first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Perigon Wealth Management held 45,988 shares of iShares ESG Aware MSCI USA Value ETF worth $1.46M as of Q1 2026.
  • Perigon Wealth Management sold 4,737 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $156K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #438 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $1.63M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.