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 Q2	$29.9M	Buy	851,858 +78,645	+10%	+$2.7M	0.01%	1308
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $36.8B AUM 26.6% 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

LPL Financial's EVUS Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 10% in Q2 2026, buying an estimated $2.7M and bringing the position to 851,858 shares worth $29.9M. The position accounts for 0.01% of the portfolio, ranked #1308.

LPL Financial first reported a position in EVUS in Q1 2025 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

LPL Financial held 851,858 shares of iShares ESG Aware MSCI USA Value ETF worth $29.9M as of Q2 2026.
LPL Financial bought 78,645 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $2.7M.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1308 holding.
LPL Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2025 and has held it in 6 quarters since.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.