AssetMark Inc
EVUS icon

AssetMark Inc’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

AssetMark Inc’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 		$2.39M Sell
75,093
-8,877
-11% -$293K ﹤0.01% 847
2025
Q4 		$2.69M Buy
83,970
+31,416
+60% +$994K 0.01% 787
2025
Q3 		$1.65M Buy
+52,554
New +$1.61M ﹤0.01% 868

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

AssetMark Inc's EVUS Position: Q1 2026 in Review

AssetMark Inc reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 11% in Q1 2026, selling an estimated $293K and leaving 75,093 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #847.

AssetMark Inc first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • AssetMark Inc held 75,093 shares of iShares ESG Aware MSCI USA Value ETF worth $2.39M as of Q1 2026.
  • AssetMark Inc sold 8,877 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $293K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #847 holding.
  • AssetMark Inc first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • AssetMark Inc's iShares ESG Aware MSCI USA Value ETF position peaked at $2.69M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.