SOA Wealth Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

SOA Wealth Advisors’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	$40.9K	Buy	1,127 +62	+6%	+$2.26K	0.01%	412
2026 Q2	$37.4K	Buy	1,065 +101	+10%	+$3.47K	0.01%	435
2026 Q1	$30.7K	Buy	964 +171	+22%	+$5.64K	0.01%	440
2025 Q4	$25.4K	Hold	793	–	–	﹤0.01%	466
2025 Q3	$24.9K	Hold	793	–	–	﹤0.01%	482
2025 Q2	$23.8K	Hold	793	–	–	﹤0.01%	474
2025 Q1	$23.2K	Hold	793	–	–	﹤0.01%	450
2024 Q4	$22.8K	Buy	+793	New	+$23.8K	﹤0.01%	435

Other funds holding EVUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

SOA Wealth Advisors's EVUS Position: Q3 2026 in Review

SOA Wealth Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 5.8% in Q3 2026, buying an estimated $2.26K and bringing the position to 1,127 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #412.

SOA Wealth Advisors first reported a position in EVUS in Q4 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

SOA Wealth Advisors held 1,127 shares of iShares ESG Aware MSCI USA Value ETF worth $40.9K as of Q3 2026.
SOA Wealth Advisors bought 62 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $2.26K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #412 holding.
SOA Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2024 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.