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

Lido 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	$9.42M	Buy	268,168 +37,332	+16%	+$1.28M	0.03%	363
2026 Q1	$7.35M	Sell	230,836 -2,022	-0.9%	-$66.7K	0.02%	377
2025 Q4	$7.33M	Buy	232,858 +8,095	+4%	+$256K	0.02%	374
2025 Q3	$7.07M	Sell	224,763 -22,396	-9%	-$688K	0.02%	364
2025 Q2	$7.43M	Sell	247,159 -225,750	-48%	-$6.46M	0.03%	295
2025 Q1	$13.8M	Buy	+472,909	New	+$14M	0.06%	193

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors's EVUS Position: Q2 2026 in Review

Lido Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 16% in Q2 2026, buying an estimated $1.28M and bringing the position to 268,168 shares worth $9.42M. The position accounts for 0.03% of the portfolio, ranked #363.

Lido Advisors first reported a position in EVUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.8M in Q1 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Lido Advisors held 268,168 shares of iShares ESG Aware MSCI USA Value ETF worth $9.42M as of Q2 2026.
Lido Advisors bought 37,332 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $1.28M.
iShares ESG Aware MSCI USA Value ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #363 holding.
Lido Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2025 and has held it in 6 quarters since.
Lido Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $13.8M in Q1 2025.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.