&Partners’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

&Partners’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	$402K	Sell	12,620 -879	-7%	-$29K	﹤0.01%	1814
2025 Q4	$432K	Buy	13,499 +3,777	+39%	+$120K	﹤0.01%	1709
2025 Q3	$306K	Buy	+9,722	New	+$299K	﹤0.01%	1740
2024 Q4	–	Sell	-6,689	Closed	-$200K	–	1652
2024 Q3	$200K	Buy	+6,689	New	+$191K	﹤0.01%	1306

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

&Partners's EVUS Position: Q1 2026 in Review

&Partners reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 6.5% in Q1 2026, selling an estimated $29K and leaving 12,620 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

&Partners first reported a position in EVUS in Q3 2024 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

&Partners held 12,620 shares of iShares ESG Aware MSCI USA Value ETF worth $402K as of Q1 2026.
&Partners sold 879 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $29K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1814 holding.
&Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 4 quarters since.
&Partners's iShares ESG Aware MSCI USA Value ETF position peaked at $432K in Q4 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.