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

GeoWealth 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 		$2.47M Buy
70,384
+17,494
+33% +$600K 0.08% 152
2026
Q1 		$1.68M Sell
52,890
-5,308
-9% -$175K 0.06% 184
2025
Q4 		$1.86M Buy
58,198
+29,206
+101% +$924K 0.07% 164
2025
Q3 		$912K Buy
+28,992
New +$890K 0.03% 321

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

GeoWealth Management's EVUS Position: Q2 2026 in Review

GeoWealth Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 33% in Q2 2026, buying an estimated $600K and bringing the position to 70,384 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #152.

GeoWealth 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.

  • GeoWealth Management held 70,384 shares of iShares ESG Aware MSCI USA Value ETF worth $2.47M as of Q2 2026.
  • GeoWealth Management bought 17,494 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $600K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #152 holding.
  • GeoWealth 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.