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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
Q3 		$363K Buy
10,011
+1,047
+12% +$38.2K 0.2% 66
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

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RCS Financial Planning's EVUS Position: Q3 2026 in Review

RCS Financial Planning increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 12% in Q3 2026, buying an estimated $38.2K and bringing the position to 10,011 shares worth $363K. The position accounts for 0.2% of the portfolio, ranked #66.

RCS Financial Planning first reported a position in EVUS in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • RCS Financial Planning held 10,011 shares of iShares ESG Aware MSCI USA Value ETF worth $363K as of Q3 2026.
  • RCS Financial Planning bought 1,047 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $38.2K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.2% of RCS Financial Planning's portfolio in Q3 2026, its #66 holding.
  • RCS Financial Planning first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.