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Raleigh Capital Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Raleigh Capital 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 		– Sell
-27
Closed -$863 – 655
2026
Q1 		$863 Buy
+27
New +$890 ﹤0.01% 625

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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 19.28% 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

Raleigh Capital Management's EVUS Position: Q2 2026 in Review

Raleigh Capital Management sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026, closing a stake of 27 shares — an estimated $863 sold.

Raleigh Capital Management first reported a position in EVUS in Q1 2026 and held it in 1 quarter. The position peaked at $863 in Q1 2026. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Raleigh Capital Management reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 27 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $863.
  • Raleigh Capital Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and held it in 1 quarter.
  • Raleigh Capital Management's iShares ESG Aware MSCI USA Value ETF position peaked at $863 in Q1 2026.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.