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Key Capital Management’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Key Capital Management’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 		$1.44K Hold
41
– – ﹤0.01% 625
2026
Q1 		$1.3K Sell
41
-6
-13% -$198 ﹤0.01% 581
2025
Q4 		$1.51K Buy
+47
New +$1.49K ﹤0.01% 408

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $141M AUM

Key Capital Management's EVUS Position: Q2 2026 in Review

Key Capital Management held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q2 2026 at 41 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Key Capital Management first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51K in Q4 2025. 74 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Key Capital Management held 41 shares of iShares ESG Aware MSCI USA Value ETF worth $1.44K as of Q2 2026.
  • Key Capital Management 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 Key Capital Management's portfolio in Q2 2026, its #625 holding.
  • Key Capital Management first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's iShares ESG Aware MSCI USA Value ETF position peaked at $1.51K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.