Osaic Holdings’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Osaic Holdings’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	$317K	Sell	9,946 -1,676	-14%	-$55.3K	﹤0.01%	3775
2025 Q4	$372K	Sell	11,622 -2,899	-20%	-$91.7K	﹤0.01%	3605
2025 Q3	$456K	Buy	14,521 +14,416	+13,730%	+$443K	﹤0.01%	3503
2025 Q2	$3.16K	Hold	105	–	–	﹤0.01%	6774
2025 Q1	$3.07K	Hold	105	–	–	﹤0.01%	6421
2024 Q4	$3.02K	Hold	105	–	–	﹤0.01%	6443
2024 Q3	$3.14K	Buy	+105	New	+$3K	﹤0.01%	6414

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings's EVUS Position: Q1 2026 in Review

Osaic Holdings reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 14% in Q1 2026, selling an estimated $55.3K and leaving 9,946 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Osaic Holdings first reported a position in EVUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $456K in Q3 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

Osaic Holdings held 9,946 shares of iShares ESG Aware MSCI USA Value ETF worth $317K as of Q1 2026.
Osaic Holdings sold 1,676 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $55.3K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3775 holding.
Osaic Holdings first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 7 quarters since.
Osaic Holdings's iShares ESG Aware MSCI USA Value ETF position peaked at $456K in Q3 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.