Rossby Financial
EVUS icon

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

Rossby Financial’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 		$85.8K Buy
2,365
+1,645
+228% +$60.1K 0.01% 744
2026
Q2 		$25.3K Sell
720
-181
-20% -$6.21K ﹤0.01% 905
2026
Q1 		$28.9K Buy
+901
New +$29.7K 0.01% 898

Other funds holding EVUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Avise Financial Cooperative
Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Rossby Financial's EVUS Position: Q3 2026 in Review

Rossby Financial increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 228% in Q3 2026, buying an estimated $60.1K and bringing the position to 2,365 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #744.

Rossby Financial first reported a position in EVUS in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Rossby Financial held 2,365 shares of iShares ESG Aware MSCI USA Value ETF worth $85.8K as of Q3 2026.
  • Rossby Financial bought 1,645 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $60.1K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #744 holding.
  • Rossby Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.