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EVUS icon

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

Allworth Financial’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
2025
Q4 		– Sell
-5
Closed -$158 – 5091
2025
Q3 		$158 Buy
+5
New +$154 ﹤0.01% 4628

Other funds holding EVUS

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allworth Financial's EVUS Position: Q4 2025 in Review

Allworth Financial sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q4 2025, closing a stake of 5 shares — an estimated $158 sold.

Allworth Financial first reported a position in EVUS in Q3 2025 and held it in 1 quarter. The position peaked at $158 in Q3 2025. 99 funds tracked by Wall St. Rank hold EVUS as of Q4 2025.

  • Allworth Financial reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 5 iShares ESG Aware MSCI USA Value ETF shares in Q4 2025, an estimated $158.
  • Allworth Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and held it in 1 quarter.
  • Allworth Financial's iShares ESG Aware MSCI USA Value ETF position peaked at $158 in Q3 2025.
  • 99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.