Cassaday & Co Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Cassaday & Co Wealth Management’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	$441K	Hold	12,566	–	–	0.01%	247
2026 Q1	$400K	Sell	12,566 -2,159	-15%	-$71.2K	0.01%	247
2025 Q4	$472K	Buy	14,725 +300	+2%	+$9.49K	0.01%	230
2025 Q3	$454K	Hold	14,425	–	–	0.01%	225
2025 Q2	$434K	Buy	14,425 +1,515	+12%	+$43.3K	0.01%	223
2025 Q1	$378K	Hold	12,910	–	–	0.01%	224
2024 Q4	$371K	Buy	+12,910	New	+$387K	0.01%	221

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cassaday & Co Wealth Management's EVUS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q2 2026 at 12,566 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #247.

Cassaday & Co Wealth Management first reported a position in EVUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q4 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Cassaday & Co Wealth Management held 12,566 shares of iShares ESG Aware MSCI USA Value ETF worth $441K as of Q2 2026.
Cassaday & Co Wealth Management left its iShares ESG Aware MSCI USA Value ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #247 holding.
Cassaday & Co Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2024 and has held it in 7 quarters since.
Cassaday & Co Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $472K in Q4 2025.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.