KF
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Kelsey Financial’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Kelsey Financial’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
-8,114
Closed -$260K – 64
2025
Q4 		$260K Buy
+8,114
New +$257K 0.22% 50

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kelsey Financial's EVUS Position: Q1 2026 in Review

Kelsey Financial sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q1 2026, closing a stake of 8,114 shares — an estimated $260K sold.

Kelsey Financial first reported a position in EVUS in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 113 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Kelsey Financial reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q1 2026 after selling out during the quarter.
  • Kelsey Financial sold 8,114 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $260K.
  • Kelsey Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and held it in 1 quarter.
  • Kelsey Financial's iShares ESG Aware MSCI USA Value ETF position peaked at $260K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Kelsey Financial's 13F filing for Q1 2026, filed 6 May 2026.