AWM
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AE Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

AE Wealth Management’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
Q1 		$116K Sell
3,643
-1,651
-31% -$54.4K ﹤0.01% 1755
2025
Q4 		$170K Buy
5,294
+2,973
+128% +$94.1K ﹤0.01% 1556
2025
Q3 		$73K Buy
+2,321
New +$71.3K ﹤0.01% 1646

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AE Wealth Management's EVUS Position: Q1 2026 in Review

AE Wealth Management reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 31% in Q1 2026, selling an estimated $54.4K and leaving 3,643 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

AE Wealth Management first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $170K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • AE Wealth Management held 3,643 shares of iShares ESG Aware MSCI USA Value ETF worth $116K as of Q1 2026.
  • AE Wealth Management sold 1,651 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $54.4K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1755 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $170K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.