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WealthShield Partners’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

WealthShield Partners’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 		$9.99K Sell
314
-59
-16% -$1.95K ﹤0.01% 536
2025
Q4 		$12K Buy
373
+146
+64% +$4.62K ﹤0.01% 502
2025
Q3 		$7.14K Buy
+227
New +$6.97K ﹤0.01% 513

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 $79.5B AUM 27.1% 1-Year Est. Return

WealthShield Partners's EVUS Position: Q1 2026 in Review

WealthShield Partners reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 16% in Q1 2026, selling an estimated $1.95K and leaving 314 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

WealthShield Partners first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $12K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • WealthShield Partners held 314 shares of iShares ESG Aware MSCI USA Value ETF worth $9.99K as of Q1 2026.
  • WealthShield Partners sold 59 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $1.95K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #536 holding.
  • WealthShield Partners first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • WealthShield Partners's iShares ESG Aware MSCI USA Value ETF position peaked at $12K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.