Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Cambridge Investment Research Advisors’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 		$1.46M Buy
41,596
+6,710
+19% +$230K ﹤0.01% 1804
2026
Q1 		$1.11M Sell
34,886
-6,217
-15% -$205K ﹤0.01% 2076
2025
Q4 		$1.32M Buy
41,103
+16,917
+70% +$535K ﹤0.01% 1889
2025
Q3 		$761K Buy
+24,186
New +$743K ﹤0.01% 2286

Other funds holding EVUS

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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Cambridge Investment Research Advisors's EVUS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 19% in Q2 2026, buying an estimated $230K and bringing the position to 41,596 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Cambridge Investment Research Advisors first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Cambridge Investment Research Advisors held 41,596 shares of iShares ESG Aware MSCI USA Value ETF worth $1.46M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,710 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $230K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1804 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.