TF
EVUS icon

Theory Financial’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Theory Financial’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 		$330K Buy
9,408
+537
+6% +$18.4K 0.1% 84
2026
Q1 		$282K Sell
8,871
-777
-8% -$25.6K 0.1% 85
2025
Q4 		$320K Buy
+9,648
New +$305K 0.11% 88

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
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

Theory Financial's EVUS Position: Q2 2026 in Review

Theory Financial increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 6.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 9,408 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #84.

Theory Financial first reported a position in EVUS in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Theory Financial held 9,408 shares of iShares ESG Aware MSCI USA Value ETF worth $330K as of Q2 2026.
  • Theory Financial bought 537 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $18.4K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.1% of Theory Financial's portfolio in Q2 2026, its #84 holding.
  • Theory Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.