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Austin Private Wealth’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Austin Private Wealth’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 		$621K Buy
19,394
+7,230
+59% +$229K 0.05% 153
2025
Q3 		$383K Buy
+12,164
New +$374K 0.03% 212

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Austin Private Wealth's EVUS Position: Q4 2025 in Review

Austin Private Wealth increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 59% in Q4 2025, buying an estimated $229K and bringing the position to 19,394 shares worth $621K. The position accounts for 0.05% of the portfolio, ranked #153.

Austin Private Wealth first reported a position in EVUS in Q3 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold EVUS as of Q4 2025.

  • Austin Private Wealth held 19,394 shares of iShares ESG Aware MSCI USA Value ETF worth $621K as of Q4 2025.
  • Austin Private Wealth bought 7,230 iShares ESG Aware MSCI USA Value ETF shares in Q4 2025, an estimated $229K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #153 holding.
  • Austin Private Wealth first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.