Advisor OS’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Advisor OS’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	$219K	Buy	+6,233	New	+$214K	0.01%	538

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

Advisor OS's EVUS Position: Q2 2026 in Review

Advisor OS opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 6,233 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings.

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

Advisor OS held 6,233 shares of iShares ESG Aware MSCI USA Value ETF worth $219K as of Q2 2026.
iShares ESG Aware MSCI USA Value ETF was a new Advisor OS position in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #538 holding.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.