Focus Partners Advisor Solutions’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Focus Partners Advisor 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 Q1	$959K	Buy	30,131 +8,728	+41%	+$288K	0.01%	570
2025 Q4	$686K	Sell	21,403 -10,907	-34%	-$345K	0.01%	612
2025 Q3	$1.02M	Buy	32,310 +24,050	+291%	+$738K	0.01%	509
2025 Q2	$248K	Buy	8,260 +947	+13%	+$27.1K	﹤0.01%	941
2025 Q1	$214K	Buy	+7,313	New	+$216K	﹤0.01%	891

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $32.7B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Focus Partners Advisor Solutions's EVUS Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 41% in Q1 2026, buying an estimated $288K and bringing the position to 30,131 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #570.

Focus Partners Advisor Solutions first reported a position in EVUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

Focus Partners Advisor Solutions held 30,131 shares of iShares ESG Aware MSCI USA Value ETF worth $959K as of Q1 2026.
Focus Partners Advisor Solutions bought 8,728 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $288K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #570 holding.
Focus Partners Advisor Solutions first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2025 and has held it in 5 quarters since.
Focus Partners Advisor Solutions's iShares ESG Aware MSCI USA Value ETF position peaked at $1.02M in Q3 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.