Vise Technologies’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Vise Technologies’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	$1.78M	Buy	+48,964	New	+$1.79M	0.01%	696

Other funds holding EVUS

Park Avenue Securities New York $16.4B AUM 18.52% 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

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Vise Technologies's EVUS Position: Q3 2026 in Review

Vise Technologies opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q3 2026: 48,964 shares worth $1.78M. The stake represents 0.01% of the portfolio and ranks #696 among its holdings.

44 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

Vise Technologies held 48,964 shares of iShares ESG Aware MSCI USA Value ETF worth $1.78M as of Q3 2026.
iShares ESG Aware MSCI USA Value ETF was a new Vise Technologies position in Q3 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Vise Technologies's portfolio in Q3 2026, its #696 holding.
44 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.