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Gen-Wealth Partners’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Gen-Wealth Partners’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 		$199K Buy
5,678
+465
+9% +$16K 0.06% 241
2026
Q1 		$166K Buy
5,213
+216
+4% +$7.12K 0.05% 264
2025
Q4 		$160K Buy
4,997
+1,447
+41% +$45.8K 0.05% 279
2025
Q3 		$112K Buy
+3,550
New +$109K 0.04% 308

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

Gen-Wealth Partners's EVUS Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 8.9% in Q2 2026, buying an estimated $16K and bringing the position to 5,678 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #241.

Gen-Wealth Partners 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.

  • Gen-Wealth Partners held 5,678 shares of iShares ESG Aware MSCI USA Value ETF worth $199K as of Q2 2026.
  • Gen-Wealth Partners bought 465 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $16K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • Gen-Wealth Partners 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 Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.