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

Addison 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	$107K	Sell	3,045 -2,265	-43%	-$77.7K	0.05%	177
2026 Q1	$169K	Buy	5,310 +3,455	+186%	+$114K	0.04%	242
2025 Q4	$59.4K	Buy	1,855 +570	+44%	+$18K	0.01%	395
2025 Q3	$40.4K	Hold	1,285	–	–	0.01%	437
2025 Q2	$38.6K	Buy	1,285 +135	+12%	+$3.86K	0.01%	437
2025 Q1	$33.7K	Hold	1,150	–	–	0.01%	424
2024 Q4	$33.1K	Hold	1,150	–	–	0.01%	428
2024 Q3	$34.4K	Buy	1,150 +375	+48%	+$10.7K	0.01%	441
2024 Q2	$21.1K	Buy	+775	New	+$21.1K	0.01%	481

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Addison Advisors's EVUS Position: Q2 2026 in Review

Addison Advisors reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 43% in Q2 2026, selling an estimated $77.7K and leaving 3,045 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #177.

Addison Advisors first reported a position in EVUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $169K in Q1 2026. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Addison Advisors held 3,045 shares of iShares ESG Aware MSCI USA Value ETF worth $107K as of Q2 2026.
Addison Advisors sold 2,265 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $77.7K.
iShares ESG Aware MSCI USA Value ETF made up 0.05% of Addison Advisors's portfolio in Q2 2026, its #177 holding.
Addison Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q2 2024 and has held it in 9 quarters since.
Addison Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $169K in Q1 2026.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.