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Park Avenue Securities’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Park Avenue Securities’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 		$10.2M Sell
290,840
-4,974
-2% -$171K 0.06% 235
2026
Q1 		$9.42M Sell
295,814
-35,206
-11% -$1.16M 0.07% 203
2025
Q4 		$10.6M Buy
331,020
+130,881
+65% +$4.14M 0.09% 180
2025
Q3 		$6.29M Buy
+200,139
New +$6.15M 0.05% 279

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Park Avenue Securities's EVUS Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.7% in Q2 2026, selling an estimated $171K and leaving 290,840 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #235.

Park Avenue Securities first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q4 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Park Avenue Securities held 290,840 shares of iShares ESG Aware MSCI USA Value ETF worth $10.2M as of Q2 2026.
  • Park Avenue Securities sold 4,974 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $171K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.06% of Park Avenue Securities's portfolio in Q2 2026, its #235 holding.
  • Park Avenue Securities first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Park Avenue Securities's iShares ESG Aware MSCI USA Value ETF position peaked at $10.6M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.