Envestnet Asset Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Envestnet Asset 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	$107M	Buy	3,052,109 +18,051	+0.6%	+$620K	0.03%	548
2026 Q1	$96.6M	Sell	3,034,058 -300,177	-9%	-$9.9M	0.03%	546
2025 Q4	$107M	Buy	3,334,235 +1,292,992	+63%	+$40.9M	0.03%	487
2025 Q3	$64.2M	Buy	+2,041,243	New	+$62.7M	0.02%	666

Other funds holding EVUS

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

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

Envestnet Asset Management's EVUS Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 0.59% in Q2 2026, buying an estimated $620K and bringing the position to 3,052,109 shares worth $107M. The position accounts for 0.03% of the portfolio, ranked #548.

Envestnet Asset Management first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Envestnet Asset Management held 3,052,109 shares of iShares ESG Aware MSCI USA Value ETF worth $107M as of Q2 2026.
Envestnet Asset Management bought 18,051 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $620K.
iShares ESG Aware MSCI USA Value ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #548 holding.
Envestnet Asset Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.