MA Private Wealth’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

MA Private Wealth’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	$306K	Buy	+8,716	New	+$299K	0.05%	79

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

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

MA Private Wealth's EVUS Position: Q2 2026 in Review

MA Private Wealth opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 8,716 shares worth $306K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings.

129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

MA Private Wealth held 8,716 shares of iShares ESG Aware MSCI USA Value ETF worth $306K as of Q2 2026.
iShares ESG Aware MSCI USA Value ETF was a new MA Private Wealth position in Q2 2026.
iShares ESG Aware MSCI USA Value ETF made up 0.05% of MA Private Wealth's portfolio in Q2 2026, its #79 holding.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.