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

Lifelong Wealth 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 		$380K Buy
10,827
+625
+6% +$21.5K 0.09% 74
2026
Q1 		$325K Buy
10,202
+79
+0.8% +$2.6K 0.09% 70
2025
Q4 		$324K Buy
+10,123
New +$320K 0.09% 69

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Lifelong Wealth Advisors's EVUS Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 6.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 10,827 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #74.

Lifelong Wealth Advisors first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Lifelong Wealth Advisors held 10,827 shares of iShares ESG Aware MSCI USA Value ETF worth $380K as of Q2 2026.
  • Lifelong Wealth Advisors bought 625 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $21.5K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.09% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Lifelong Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.