Cerity Partners
EVUS icon

Cerity Partners’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Cerity Partners’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 		$630K Buy
17,931
+666
+4% +$22.9K ﹤0.01% 2296
2026
Q1 		$550K Buy
+17,265
New +$569K ﹤0.01% 2233

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Cerity Partners's EVUS Position: Q2 2026 in Review

Cerity Partners increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 17,931 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Cerity Partners first reported a position in EVUS in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Cerity Partners held 17,931 shares of iShares ESG Aware MSCI USA Value ETF worth $630K as of Q2 2026.
  • Cerity Partners bought 666 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $22.9K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2296 holding.
  • Cerity Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.