Truist Financial
EVUS icon

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

Truist 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
Q1 		$209K Hold
6,559
– – ﹤0.01% 2627
2025
Q4 		$210K Hold
6,559
– – ﹤0.01% 2580
2025
Q3 		$206K Buy
+6,559
New +$201K ﹤0.01% 2540

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 $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 $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

Truist Financial's EVUS Position: Q1 2026 in Review

Truist Financial held its iShares ESG Aware MSCI USA Value ETF (EVUS) position steady in Q1 2026 at 6,559 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Truist Financial first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • Truist Financial held 6,559 shares of iShares ESG Aware MSCI USA Value ETF worth $209K as of Q1 2026.
  • Truist Financial 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 Truist Financial's portfolio in Q1 2026, its #2627 holding.
  • Truist Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's iShares ESG Aware MSCI USA Value ETF position peaked at $210K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.