Kestra Advisory Services
EVUS icon

Kestra Advisory Services’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Kestra Advisory Services’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
-978
Closed -$31.3K – 3512
2025
Q4 		$31.3K Buy
+978
New +$30.9K ﹤0.01% 4267

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Park Avenue Securities
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Lido Advisors
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Cetera Investment Advisers
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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

Kestra Advisory Services's EVUS Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q1 2026, closing a stake of 978 shares — an estimated $31.3K sold.

Kestra Advisory Services first reported a position in EVUS in Q4 2025 and held it in 1 quarter. The position peaked at $31.3K in Q4 2025. 113 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 978 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $31.3K.
  • Kestra Advisory Services first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares ESG Aware MSCI USA Value ETF position peaked at $31.3K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.