eCIO Inc’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

eCIO Inc’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	$4.75M	Buy	+135,346	New	+$4.65M	1.34%	17

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

eCIO Inc's EVUS Position: Q2 2026 in Review

eCIO Inc opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 135,346 shares worth $4.75M. The stake represents 1.34% of the portfolio and ranks #17 among its holdings.

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

eCIO Inc held 135,346 shares of iShares ESG Aware MSCI USA Value ETF worth $4.75M as of Q2 2026.
iShares ESG Aware MSCI USA Value ETF was a new eCIO Inc position in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up 1.34% of eCIO Inc's portfolio in Q2 2026, its #17 holding.
43 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on eCIO Inc's 13F filing for Q2 2026, filed 27 Jul 2026.