UBS Group
EVUS icon

UBS Group’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

UBS Group’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 		$44.9K Buy
+1,278
New +$43.9K ﹤0.01% 7628
2025
Q4 		– Sell
-2,045
Closed -$64.3K – 10690
2025
Q3 		$64.3K Buy
+2,045
New +$62.8K ﹤0.01% 7395
2025
Q2 		– Sell
-27
Closed -$791 – 10405
2025
Q1 		$791 Buy
+27
New +$798 ﹤0.01% 9656

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

UBS Group's EVUS Position: Q2 2026 in Review

UBS Group opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 1,278 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #7628 among its holdings. This is a return to the name: UBS Group previously reported a position in EVUS as recently as Q3 2025.

UBS Group first reported a position in EVUS in Q1 2025 and has held it in 3 quarters since. The position peaked at $64.3K in Q3 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • UBS Group held 1,278 shares of iShares ESG Aware MSCI USA Value ETF worth $44.9K as of Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF was a new UBS Group position in Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7628 holding.
  • UBS Group first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2025 and has held it in 3 quarters since.
  • UBS Group's iShares ESG Aware MSCI USA Value ETF position peaked at $64.3K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.