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

Brinker Capital 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
Q1 		$1.02M Sell
31,959
-4,239
-12% -$140K 0.01% 1107
2025
Q4 		$1.16M Buy
36,198
+14,693
+68% +$465K 0.01% 1164
2025
Q3 		$676K Buy
+21,505
New +$660K 0.01% 1413

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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
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 $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 $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brinker Capital Investments's EVUS Position: Q1 2026 in Review

Brinker Capital Investments reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 12% in Q1 2026, selling an estimated $140K and leaving 31,959 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1107.

Brinker Capital Investments first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 113 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Brinker Capital Investments held 31,959 shares of iShares ESG Aware MSCI USA Value ETF worth $1.02M as of Q1 2026.
  • Brinker Capital Investments sold 4,239 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $140K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1107 holding.
  • Brinker Capital Investments first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Brinker Capital Investments's iShares ESG Aware MSCI USA Value ETF position peaked at $1.16M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.