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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $32.7B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cassaday & Co Wealth Management's EVUS Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 15% in Q1 2026, selling an estimated $71.2K and leaving 12,566 shares worth $400K. 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 6 quarters since. The position peaked at $472K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

Cassaday & Co Wealth Management held 12,566 shares of iShares ESG Aware MSCI USA Value ETF worth $400K as of Q1 2026.
Cassaday & Co Wealth Management sold 2,159 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $71.2K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 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 6 quarters since.
Cassaday & Co Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $472K in Q4 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.