Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Cetera Investment Advisers’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 		$7.03M Buy
200,317
+5,753
+3% +$197K 0.01% 1371
2026
Q1 		$6.19M Sell
194,564
-21,694
-10% -$715K 0.01% 1351
2025
Q4 		$6.93M Buy
216,258
+86,423
+67% +$2.73M 0.01% 1247
2025
Q3 		$4.08M Buy
+129,835
New +$3.99M ﹤0.01% 1579

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

Cetera Investment Advisers's EVUS Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3% in Q2 2026, buying an estimated $197K and bringing the position to 200,317 shares worth $7.03M. The position accounts for 0.01% of the portfolio, ranked #1371.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 200,317 shares of iShares ESG Aware MSCI USA Value ETF worth $7.03M as of Q2 2026.
  • Cetera Investment Advisers bought 5,753 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $197K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1371 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.