International Assets Investment Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

International Assets 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 Q1	–	Sell	-101	Closed	-$3.24K	–	2272
2025 Q4	$3.24K	Buy	+101	New	+$3.2K	﹤0.01%	1881

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

International Assets Investment Management's EVUS Position: Q1 2026 in Review

International Assets Investment Management sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q1 2026, closing a stake of 101 shares — an estimated $3.24K sold.

International Assets Investment Management first reported a position in EVUS in Q4 2025 and held it in 1 quarter. The position peaked at $3.24K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

International Assets Investment Management reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q1 2026 after selling out during the quarter.
International Assets Investment Management sold 101 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $3.24K.
International Assets Investment Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and held it in 1 quarter.
International Assets Investment Management's iShares ESG Aware MSCI USA Value ETF position peaked at $3.24K in Q4 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.