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Godfrey Financial Associates’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Godfrey Financial Associates’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 		$14.3K Hold
406
– – 0.01% 403
2026
Q1 		$12.9K Buy
406
+70
+21% +$2.31K 0.01% 398
2025
Q4 		$10.8K Buy
+336
New +$10.6K 0.01% 401

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

Godfrey Financial Associates's EVUS Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q2 2026 at 406 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #403.

Godfrey Financial Associates first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Godfrey Financial Associates held 406 shares of iShares ESG Aware MSCI USA Value ETF worth $14.3K as of Q2 2026.
  • Godfrey Financial Associates left its iShares ESG Aware MSCI USA Value ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #403 holding.
  • Godfrey Financial Associates first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.