Envestnet Portfolio Solutions
EVUS icon

Envestnet Portfolio Solutions’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Envestnet Portfolio Solutions’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 		$20.7M Buy
588,537
+7,764
+1% +$266K 0.1% 131
2026
Q1 		$18.5M Sell
580,773
-85,615
-13% -$2.82M 0.1% 118
2025
Q4 		$21.4M Buy
666,388
+261,366
+65% +$8.27M 0.08% 133
2025
Q3 		$12.7M Buy
+405,022
New +$12.4M 0.05% 199

Other funds holding EVUS

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Envestnet Portfolio Solutions's EVUS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.3% in Q2 2026, buying an estimated $266K and bringing the position to 588,537 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #131.

Envestnet Portfolio Solutions first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.4M in Q4 2025. 43 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Envestnet Portfolio Solutions held 588,537 shares of iShares ESG Aware MSCI USA Value ETF worth $20.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 7,764 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $266K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #131 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's iShares ESG Aware MSCI USA Value ETF position peaked at $21.4M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.