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

Strategic 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
2025
Q4 		– Sell
-33
Closed -$1.04K – 1489
2025
Q3 		$1.04K Buy
+33
New +$1.01K ﹤0.01% 1212

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Wealth Partners's EVUS Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares ESG Aware MSCI USA Value ETF (EVUS) in Q4 2025, closing a stake of 33 shares — an estimated $1.04K sold.

Strategic Wealth Partners first reported a position in EVUS in Q3 2025 and held it in 1 quarter. The position peaked at $1.04K in Q3 2025. 99 funds tracked by Wall St. Rank hold EVUS as of Q4 2025.

  • Strategic Wealth Partners reported no remaining iShares ESG Aware MSCI USA Value ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 33 iShares ESG Aware MSCI USA Value ETF shares in Q4 2025, an estimated $1.04K.
  • Strategic Wealth Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares ESG Aware MSCI USA Value ETF position peaked at $1.04K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.