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Capital Analysts LLC’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Capital Analysts LLC’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 		$259K Buy
7,390
+1,461
+25% +$50.1K 0.01% 638
2026
Q1 		$188K Sell
5,929
-871
-13% -$28.7K ﹤0.01% 654
2025
Q4 		$218K Buy
6,800
+2,799
+70% +$88.6K 0.01% 600
2025
Q3 		$126K Buy
+4,001
New +$123K ﹤0.01% 677

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 $1.81T 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 19.34% 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 $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

Capital Analysts LLC's EVUS Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 25% in Q2 2026, buying an estimated $50.1K and bringing the position to 7,390 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #638.

Capital Analysts LLC first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Capital Analysts LLC held 7,390 shares of iShares ESG Aware MSCI USA Value ETF worth $259K as of Q2 2026.
  • Capital Analysts LLC bought 1,461 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $50.1K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #638 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.