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

Kestra Private Wealth 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
Q2 		$404K Buy
11,493
+1,716
+18% +$58.9K ﹤0.01% 1362
2026
Q1 		$311K Buy
+9,777
New +$322K ﹤0.01% 1440

Other funds holding EVUS

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
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Kestra Private Wealth Services's EVUS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 18% in Q2 2026, buying an estimated $58.9K and bringing the position to 11,493 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Kestra Private Wealth Services first reported a position in EVUS in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Kestra Private Wealth Services held 11,493 shares of iShares ESG Aware MSCI USA Value ETF worth $404K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,716 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $58.9K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1362 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.