Investor's Fiduciary Advisor Network’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Investor's Fiduciary Advisor Network’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	$679K	Sell	21,338 -749	-3%	-$24.7K	0.21%	125
2025 Q4	$707K	Buy	22,087 +9,355	+73%	+$296K	0.15%	136
2025 Q3	$400K	Buy	+12,732	New	+$391K	0.14%	160

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Investor's Fiduciary Advisor Network's EVUS Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.4% in Q1 2026, selling an estimated $24.7K and leaving 21,338 shares worth $679K. The position accounts for 0.21% of the portfolio, ranked #125.

Investor's Fiduciary Advisor Network first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $707K in Q4 2025. 113 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

Investor's Fiduciary Advisor Network held 21,338 shares of iShares ESG Aware MSCI USA Value ETF worth $679K as of Q1 2026.
Investor's Fiduciary Advisor Network sold 749 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $24.7K.
iShares ESG Aware MSCI USA Value ETF made up 0.21% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #125 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
Investor's Fiduciary Advisor Network's iShares ESG Aware MSCI USA Value ETF position peaked at $707K in Q4 2025.
113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.