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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's EVUS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.6% in Q1 2026, buying an estimated $11.6K and bringing the position to 22,025 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Steward Partners Investment Advisory first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Steward Partners Investment Advisory held 22,025 shares of iShares ESG Aware MSCI USA Value ETF worth $701K as of Q1 2026.
  • Steward Partners Investment Advisory bought 353 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $11.6K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1344 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 3 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.