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Tower Research Capital (TRC)’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Tower Research Capital (TRC)’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 		$109K Sell
3,104
-13,281
-81% -$456K ﹤0.01% 2123
2026
Q1 		$522K Buy
+16,385
New +$540K 0.01% 881
2025
Q4 		– Sell
-1,814
Closed -$57K – 5270
2025
Q3 		$57K Sell
1,814
-18,001
-91% -$553K ﹤0.01% 2424
2025
Q2 		$596K Buy
19,815
+6,760
+52% +$193K 0.02% 844
2025
Q1 		$382K Sell
13,055
-13,738
-51% -$406K 0.01% 1003
2024
Q4 		$771K Buy
26,793
+25,303
+1,698% +$758K 0.02% 783
2024
Q3 		$44.6K Sell
1,490
-22,027
-94% -$629K ﹤0.01% 2785
2024
Q2 		$640K Buy
+23,517
New +$639K 0.01% 1123
2024
Q1 		– Sell
-15,845
Closed -$407K – 5940
2023
Q4 		$407K Sell
15,845
-2,273
-13% -$54.6K 0.01% 1537
2023
Q3 		$427K Sell
18,118
-18,042
-50% -$445K 0.01% 960
2023
Q2 		$889K Sell
36,160
-2,237
-6% -$53.7K 0.03% 579
2023
Q1 		$924K Buy
+38,397
New +$931K 0.03% 489

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

Tower Research Capital (TRC)'s EVUS Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 81% in Q2 2026, selling an estimated $456K and leaving 3,104 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Tower Research Capital (TRC) first reported a position in EVUS in Q1 2023 and has held it in 12 quarters since. The position peaked at $924K in Q1 2023. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Tower Research Capital (TRC) held 3,104 shares of iShares ESG Aware MSCI USA Value ETF worth $109K as of Q2 2026.
  • Tower Research Capital (TRC) sold 13,281 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $456K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #2123 holding.
  • Tower Research Capital (TRC) first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2023 and has held it in 12 quarters since.
  • Tower Research Capital (TRC)'s iShares ESG Aware MSCI USA Value ETF position peaked at $924K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.