WFA
EVUS icon

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

WestHill Financial 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 		$1.38M Buy
+37,996
New +$1.39M 0.23% 29

Other funds holding EVUS

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WestHill Financial Advisors's EVUS Position: Q3 2026 in Review

WestHill Financial Advisors opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q3 2026: 37,996 shares worth $1.38M. The stake represents 0.23% of the portfolio and ranks #29 among its holdings.

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

  • WestHill Financial Advisors held 37,996 shares of iShares ESG Aware MSCI USA Value ETF worth $1.38M as of Q3 2026.
  • iShares ESG Aware MSCI USA Value ETF was a new WestHill Financial Advisors position in Q3 2026.
  • iShares ESG Aware MSCI USA Value ETF made up 0.23% of WestHill Financial Advisors's portfolio in Q3 2026, its #29 holding.
  • 12 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.