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Concurrent Investment Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Concurrent Investment Advisors’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 		$452K Buy
12,862
+1,180
+10% +$40.5K ﹤0.01% 1457
2026
Q1 		$372K Buy
11,682
+4,532
+63% +$149K ﹤0.01% 1370
2025
Q4 		$229K Buy
+7,150
New +$226K ﹤0.01% 1565

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

Concurrent Investment Advisors's EVUS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 10% in Q2 2026, buying an estimated $40.5K and bringing the position to 12,862 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Concurrent Investment Advisors first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Concurrent Investment Advisors held 12,862 shares of iShares ESG Aware MSCI USA Value ETF worth $452K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,180 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $40.5K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1457 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.