LPL Financial’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

LPL Financial’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	$24.6M	Sell	773,213 -24,739	-3%	-$816K	0.01%	1330
2025 Q4	$25.6M	Buy	797,952 +362,508	+83%	+$11.5M	0.01%	1244
2025 Q3	$13.7M	Buy	435,444 +427,090	+5,112%	+$13.1M	﹤0.01%	1613
2025 Q2	$251K	Hold	8,354	–	–	﹤0.01%	4910
2025 Q1	$245K	Buy	+8,354	New	+$247K	﹤0.01%	4719

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial's EVUS Position: Q1 2026 in Review

LPL Financial reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 3.1% in Q1 2026, selling an estimated $816K and leaving 773,213 shares worth $24.6M. The position accounts for 0.01% of the portfolio, ranked #1330.

LPL Financial first reported a position in EVUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.6M in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

LPL Financial held 773,213 shares of iShares ESG Aware MSCI USA Value ETF worth $24.6M as of Q1 2026.
LPL Financial sold 24,739 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $816K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1330 holding.
LPL Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2025 and has held it in 5 quarters since.
LPL Financial's iShares ESG Aware MSCI USA Value ETF position peaked at $25.6M in Q4 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.