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Gerber Kawasaki Wealth & Investment Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$622K Buy
17,717
+563
+3% +$19.3K 0.02% 215
2026
Q1 		$546K Buy
17,154
+3,033
+21% +$100K 0.02% 212
2025
Q4 		$452K Buy
+14,121
New +$447K 0.02% 235

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EVUS Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.3% in Q2 2026, buying an estimated $19.3K and bringing the position to 17,717 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #215.

Gerber Kawasaki Wealth & Investment Management first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 17,717 shares of iShares ESG Aware MSCI USA Value ETF worth $622K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 563 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $19.3K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #215 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.