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EVUS icon

Sunbelt Securities’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Sunbelt Securities’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 		$3.31K Hold
104
– – ﹤0.01% 1794
2025
Q4 		$3.33K Buy
104
+51
+96% +$1.61K ﹤0.01% 1735
2025
Q3 		$1.67K Buy
+53
New +$1.63K ﹤0.01% 1921

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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
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 $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities's EVUS Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q1 2026 at 104 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Sunbelt Securities first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.33K in Q4 2025. 113 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Sunbelt Securities held 104 shares of iShares ESG Aware MSCI USA Value ETF worth $3.31K as of Q1 2026.
  • Sunbelt Securities left its iShares ESG Aware MSCI USA Value ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1794 holding.
  • Sunbelt Securities first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares ESG Aware MSCI USA Value ETF position peaked at $3.33K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.