Bank of America
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Bank of America’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Bank of America’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 		– Sell
-695
Closed -$22.3K – 6095
2025
Q4 		$22.3K Buy
+695
New +$22K ﹤0.01% 6031

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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

Bank of America's EVUS Position: Q1 2026 in Review

Bank of America sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q1 2026, closing a stake of 695 shares — an estimated $22.3K sold.

Bank of America first reported a position in EVUS in Q4 2025 and held it in 1 quarter. The position peaked at $22.3K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Bank of America reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 695 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $22.3K.
  • Bank of America first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's iShares ESG Aware MSCI USA Value ETF position peaked at $22.3K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.