Steward Partners Investment Advisory’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Steward Partners Investment Advisory’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	$902K	Buy	25,700 +3,675	+17%	+$126K	﹤0.01%	1353
2026 Q1	$701K	Buy	22,025 +353	+2%	+$11.6K	﹤0.01%	1344
2025 Q4	$694K	Buy	21,672 +12,841	+145%	+$406K	﹤0.01%	1248
2025 Q3	$278K	Buy	+8,831	New	+$271K	﹤0.01%	1696

Other funds holding EVUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

Steward Partners Investment Advisory's EVUS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 17% in Q2 2026, buying an estimated $126K and bringing the position to 25,700 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Steward Partners Investment Advisory first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

Steward Partners Investment Advisory held 25,700 shares of iShares ESG Aware MSCI USA Value ETF worth $902K as of Q2 2026.
Steward Partners Investment Advisory bought 3,675 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $126K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1353 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.