Wealth Enhancement Advisory Services’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$700K	Sell	19,044 -2,580	-12%	-$94.2K	﹤0.01%	2485
2026 Q2	$773K	Buy	+21,624	New	+$742K	﹤0.01%	2287

Other funds holding EVUS

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVUS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 12% in Q3 2026, selling an estimated $94.2K and leaving 19,044 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Wealth Enhancement Advisory Services first reported a position in EVUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $773K in Q2 2026. 125 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

Wealth Enhancement Advisory Services held 19,044 shares of iShares ESG Aware MSCI USA Value ETF worth $700K as of Q3 2026.
Wealth Enhancement Advisory Services sold 2,580 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $94.2K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2485 holding.
Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware MSCI USA Value ETF in Q2 2026 and has held it in 2 quarters since.
Wealth Enhancement Advisory Services's iShares ESG Aware MSCI USA Value ETF position peaked at $773K in Q2 2026.
125 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.