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Diversify Wealth Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Diversify Wealth Management’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 		$323K Sell
9,030
-550
-6% -$18.9K 0.01% 1018
2026
Q1 		$324K Buy
9,580
+973
+11% +$32.1K 0.01% 938
2025
Q4 		$283K Buy
+8,607
New +$272K 0.01% 537

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

Diversify Wealth Management's EVUS Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 5.7% in Q2 2026, selling an estimated $18.9K and leaving 9,030 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1018.

Diversify Wealth Management first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q1 2026. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Diversify Wealth Management held 9,030 shares of iShares ESG Aware MSCI USA Value ETF worth $323K as of Q2 2026.
  • Diversify Wealth Management sold 550 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $18.9K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1018 holding.
  • Diversify Wealth Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's iShares ESG Aware MSCI USA Value ETF position peaked at $324K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.