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Global Retirement Partners’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Global Retirement 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 		$81.9K Buy
+2,334
New +$80.1K ﹤0.01% 2202
2025
Q4 		– Sell
-307
Closed -$9.65K – 4296
2025
Q3 		$9.65K Buy
+307
New +$9.43K ﹤0.01% 2721

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Global Retirement Partners's EVUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 2,334 shares worth $81.9K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVUS as recently as Q3 2025.

Global Retirement Partners first reported a position in EVUS in Q3 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Global Retirement Partners held 2,334 shares of iShares ESG Aware MSCI USA Value ETF worth $81.9K as of Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2202 holding.
  • Global Retirement Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.