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Atria Investments’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Atria Investments’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 		– Sell
-10,300
Closed -$328K – 2160
2026
Q1 		$328K Sell
10,300
-697
-6% -$23K ﹤0.01% 1700
2025
Q4 		$352K Buy
+10,997
New +$348K ﹤0.01% 1653

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Investments's EVUS Position: Q2 2026 in Review

Atria Investments sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026, closing a stake of 10,300 shares — an estimated $328K sold.

Atria Investments first reported a position in EVUS in Q4 2025 and held it in 2 quarters. The position peaked at $352K in Q4 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Atria Investments reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 10,300 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $328K.
  • Atria Investments first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and held it in 2 quarters.
  • Atria Investments's iShares ESG Aware MSCI USA Value ETF position peaked at $352K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.