Wealth Enhancement Advisory Services
EVUS icon

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
Q2 		$773K Buy
+21,624
New +$742K ﹤0.01% 2287

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

Wealth Enhancement Advisory Services's EVUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares ESG Aware MSCI USA Value ETF (EVUS) in Q2 2026: 21,624 shares worth $773K. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings.

129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,624 shares of iShares ESG Aware MSCI USA Value ETF worth $773K as of Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2287 holding.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.