SageView Advisory Group’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

SageView Advisory Group’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	$2.38M	Buy	67,752 +293	+0.4%	+$10.1K	0.08%	143
2026 Q1	$2.15M	Buy	67,459 +200	+0.3%	+$6.59K	0.08%	129
2025 Q4	$2.15M	Buy	67,259 +1,834	+3%	+$58K	0.07%	145
2025 Q3	$2.06M	Buy	65,425 +2,570	+4%	+$78.9K	0.07%	149
2025 Q2	$1.92M	Buy	62,855 +6,236	+11%	+$178K	0.07%	142
2025 Q1	$1.66M	Buy	+56,619	New	+$1.67M	0.07%	143

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $36.8B AUM 26.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SageView Advisory Group's EVUS Position: Q2 2026 in Review

SageView Advisory Group increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 0.43% in Q2 2026, buying an estimated $10.1K and bringing the position to 67,752 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #143.

SageView Advisory Group first reported a position in EVUS in Q1 2025 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

SageView Advisory Group held 67,752 shares of iShares ESG Aware MSCI USA Value ETF worth $2.38M as of Q2 2026.
SageView Advisory Group bought 293 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $10.1K.
iShares ESG Aware MSCI USA Value ETF made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #143 holding.
SageView Advisory Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2025 and has held it in 6 quarters since.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.