Commonwealth Equity Services’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Commonwealth Equity Services’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	$2.82M	Sell	80,304 -29,026	-27%	-$996K	﹤0.01%	1824
2026 Q1	$3.48M	Buy	109,330 +1,619	+2%	+$53.4K	﹤0.01%	1594
2025 Q4	$3.45M	Buy	107,711 +82,894	+334%	+$2.62M	﹤0.01%	1585
2025 Q3	$781K	Buy	24,817 +6,481	+35%	+$199K	﹤0.01%	2790
2025 Q2	$551K	Buy	18,336 +9,411	+105%	+$269K	﹤0.01%	3063
2025 Q1	$261K	Buy	+8,925	New	+$264K	﹤0.01%	3619
2024 Q4	–	Sell	-9,814	Closed	-$294K	–	4130
2024 Q3	$294K	Buy	+9,814	New	+$280K	﹤0.01%	3372

Other funds holding EVUS

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services's EVUS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 27% in Q2 2026, selling an estimated $996K and leaving 80,304 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Commonwealth Equity Services first reported a position in EVUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q1 2026. 51 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Commonwealth Equity Services held 80,304 shares of iShares ESG Aware MSCI USA Value ETF worth $2.82M as of Q2 2026.
Commonwealth Equity Services sold 29,026 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $996K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1824 holding.
Commonwealth Equity Services first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's iShares ESG Aware MSCI USA Value ETF position peaked at $3.48M in Q1 2026.
51 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.