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 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

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

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SOA Wealth Advisors's EVUS Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 10% in Q2 2026, buying an estimated $3.47K and bringing the position to 1,065 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #435.

SOA Wealth Advisors first reported a position in EVUS in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

SOA Wealth Advisors held 1,065 shares of iShares ESG Aware MSCI USA Value ETF worth $37.4K as of Q2 2026.
SOA Wealth Advisors bought 101 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $3.47K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #435 holding.
SOA Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.