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RCS Financial Planning’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

RCS Financial Planning’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 		$315K Buy
8,964
+86
+1% +$2.95K 0.15% 85
2026
Q1 		$283K Sell
8,878
-1,180
-12% -$38.9K 0.15% 87
2025
Q4 		$322K Buy
+10,058
New +$318K 0.14% 78

Other funds holding EVUS

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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

RCS Financial Planning's EVUS Position: Q2 2026 in Review

RCS Financial Planning increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 0.97% in Q2 2026, buying an estimated $2.95K and bringing the position to 8,964 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #85.

RCS Financial Planning first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 43 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • RCS Financial Planning held 8,964 shares of iShares ESG Aware MSCI USA Value ETF worth $315K as of Q2 2026.
  • RCS Financial Planning bought 86 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $2.95K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.15% of RCS Financial Planning's portfolio in Q2 2026, its #85 holding.
  • RCS Financial Planning first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • RCS Financial Planning's iShares ESG Aware MSCI USA Value ETF position peaked at $322K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.