Lido Advisors
EVUS icon

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
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

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JP Morgan Chase
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LPL Financial
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return