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JFS Wealth Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

JFS Wealth Advisors’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 		$84.1K Hold
2,394
– – ﹤0.01% 456
2026
Q1 		$76.2K Sell
2,394
-426
-15% -$14K ﹤0.01% 442
2025
Q4 		$90.4K Buy
2,820
+1,142
+68% +$36.1K 0.01% 427
2025
Q3 		$52.8K Buy
+1,678
New +$51.5K ﹤0.01% 496

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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
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

JFS Wealth Advisors's EVUS Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q2 2026 at 2,394 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

JFS Wealth Advisors first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $90.4K in Q4 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • JFS Wealth Advisors held 2,394 shares of iShares ESG Aware MSCI USA Value ETF worth $84.1K as of Q2 2026.
  • JFS Wealth Advisors 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 JFS Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • JFS Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • JFS Wealth Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $90.4K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.