RFG Advisory’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$584K Buy
16,623
+412
+3% +$14.1K 0.01% 747
2026
Q1
$516K Sell
16,211
-1,808
-10% -$59.6K 0.01% 734
2025
Q4
$577K Buy
+18,019
New +$570K 0.01% 660

Other funds holding EVUS

RFG Advisory's EVUS Position: Q2 2026 in Review

RFG Advisory increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 2.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 16,623 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #747.

RFG Advisory first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • RFG Advisory held 16,623 shares of iShares ESG Aware MSCI USA Value ETF worth $584K as of Q2 2026.
  • RFG Advisory bought 412 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $14.1K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #747 holding.
  • RFG Advisory first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.