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

Sagespring Wealth 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	$509K	Sell	16,003 -1,719	-10%	-$56.7K	0.01%	493
2025 Q4	$568K	Buy	17,722 +6,672	+60%	+$211K	0.01%	437
2025 Q3	$348K	Buy	+11,050	New	+$339K	0.01%	555

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

Sagespring Wealth Partners's EVUS Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 9.7% in Q1 2026, selling an estimated $56.7K and leaving 16,003 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #493.

Sagespring Wealth Partners first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

Sagespring Wealth Partners held 16,003 shares of iShares ESG Aware MSCI USA Value ETF worth $509K as of Q1 2026.
Sagespring Wealth Partners sold 1,719 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $56.7K.
iShares ESG Aware MSCI USA Value ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #493 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
Sagespring Wealth Partners's iShares ESG Aware MSCI USA Value ETF position peaked at $568K in Q4 2025.
112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.