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Estate Counselors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Estate Counselors’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 		– Sell
-13,055
Closed -$416K – 103
2026
Q1 		$416K Buy
+13,055
New +$430K 0.04% 82

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

Estate Counselors's EVUS Position: Q2 2026 in Review

Estate Counselors sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026, closing a stake of 13,055 shares — an estimated $416K sold.

Estate Counselors first reported a position in EVUS in Q1 2026 and held it in 1 quarter. The position peaked at $416K in Q1 2026. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Estate Counselors reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q2 2026 after selling out during the quarter.
  • Estate Counselors sold 13,055 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $416K.
  • Estate Counselors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and held it in 1 quarter.
  • Estate Counselors's iShares ESG Aware MSCI USA Value ETF position peaked at $416K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.