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

StrongBox Wealth’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	$59.7K	Buy	+1,699	New	+$58.3K	0.02%	163

Other funds holding EVUS

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

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

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

StrongBox Wealth's EVUS Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 1,699 shares worth $59.7K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

30 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

StrongBox Wealth held 1,699 shares of iShares ESG Aware MSCI USA Value ETF worth $59.7K as of Q2 2026.
iShares ESG Aware MSCI USA Value ETF was a new StrongBox Wealth position in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #163 holding.
30 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.