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Sharkey, Howes & Javer’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Sharkey, Howes & Javer’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 		$1.32M Sell
37,712
-873
-2% -$30K 0.16% 72
2026
Q1 		$1.23M Sell
38,585
-4,362
-10% -$144K 0.17% 74
2025
Q4 		$1.38M Buy
42,947
+18,829
+78% +$596K 0.17% 71
2025
Q3 		$759K Buy
+24,118
New +$741K 0.1% 96

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Sharkey, Howes & Javer's EVUS Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 2.3% in Q2 2026, selling an estimated $30K and leaving 37,712 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #72.

Sharkey, Howes & Javer first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Sharkey, Howes & Javer held 37,712 shares of iShares ESG Aware MSCI USA Value ETF worth $1.32M as of Q2 2026.
  • Sharkey, Howes & Javer sold 873 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $30K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.16% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #72 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Aware MSCI USA Value ETF position peaked at $1.38M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.