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Davis Wealth Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Davis Wealth 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 		$1.1M Buy
31,291
+3,485
+13% +$120K 0.85% 34
2026
Q1 		$885K Sell
27,806
-2,236
-7% -$73.7K 0.74% 38
2025
Q4 		$963K Buy
+30,042
New +$951K 0.8% 33

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
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

Davis Wealth Advisors's EVUS Position: Q2 2026 in Review

Davis Wealth Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 13% in Q2 2026, buying an estimated $120K and bringing the position to 31,291 shares worth $1.1M. The position accounts for 0.85% of the portfolio, ranked #34.

Davis Wealth 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.

  • Davis Wealth Advisors held 31,291 shares of iShares ESG Aware MSCI USA Value ETF worth $1.1M as of Q2 2026.
  • Davis Wealth Advisors bought 3,485 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $120K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.85% of Davis Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Davis Wealth 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 Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.