Maia Wealth
EVUS icon

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

Maia 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
Q3 		$211K Buy
+5,816
New +$212K 0.03% 341
2026
Q1 		– Sell
-6,023
Closed -$201K – 355
2025
Q4 		$201K Buy
+6,023
New +$191K 0.03% 336

Other funds holding EVUS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's EVUS Position: Q3 2026 in Review

Maia Wealth opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q3 2026: 5,816 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings. This is a return to the name: Maia Wealth previously reported a position in EVUS as recently as Q4 2025.

Maia Wealth first reported a position in EVUS in Q4 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • Maia Wealth held 5,816 shares of iShares ESG Aware MSCI USA Value ETF worth $211K as of Q3 2026.
  • iShares ESG Aware MSCI USA Value ETF was a new Maia Wealth position in Q3 2026.
  • iShares ESG Aware MSCI USA Value ETF made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #341 holding.
  • Maia Wealth first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.