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United Capital Financial Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

United Capital Financial Advisors’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 		$1.45M Sell
45,595
-5,696
-11% -$188K 0.01% 645
2025
Q4 		$1.64M Buy
51,291
+21,255
+71% +$673K 0.01% 586
2025
Q3 		$945K Buy
+30,036
New +$922K 0.01% 656

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 $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 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

United Capital Financial Advisors's EVUS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 11% in Q1 2026, selling an estimated $188K and leaving 45,595 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #645.

United Capital Financial Advisors first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • United Capital Financial Advisors held 45,595 shares of iShares ESG Aware MSCI USA Value ETF worth $1.45M as of Q1 2026.
  • United Capital Financial Advisors sold 5,696 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $188K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #645 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $1.64M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.