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EVUS icon

&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
Q2 		$480K Buy
13,669
+1,049
+8% +$36K ﹤0.01% 1844
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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

&Partners's EVUS Position: Q2 2026 in Review

&Partners increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 8.3% in Q2 2026, buying an estimated $36K and bringing the position to 13,669 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

&Partners first reported a position in EVUS in Q3 2024 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • &Partners held 13,669 shares of iShares ESG Aware MSCI USA Value ETF worth $480K as of Q2 2026.
  • &Partners bought 1,049 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $36K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1844 holding.
  • &Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.