Cypress Wealth Services’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Cypress Wealth 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	$202K	Buy	+5,767	New	+$198K	0.02%	411

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cypress Wealth Services's EVUS Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 5,767 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Cypress Wealth Services held 5,767 shares of iShares ESG Aware MSCI USA Value ETF worth $202K as of Q2 2026.
iShares ESG Aware MSCI USA Value ETF was a new Cypress Wealth Services position in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.02% of Cypress Wealth Services's portfolio in Q2 2026, its #411 holding.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.