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World Investment Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

World Investment 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
Q2 		$378K Sell
11,880
-784
-6% -$26.9K 0.01% 1099
2026
Q1 		$403K Sell
12,664
-1,517
-11% -$50K 0.01% 1091
2025
Q4 		$454K Buy
14,181
+6,582
+87% +$208K 0.01% 969
2025
Q3 		$239K Buy
+7,599
New +$233K ﹤0.01% 1090

Other funds holding EVUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

World Investment Advisors's EVUS Position: Q2 2026 in Review

World Investment Advisors reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 6.2% in Q2 2026, selling an estimated $26.9K and leaving 11,880 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1099.

World Investment Advisors first reported a position in EVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $454K in Q4 2025. 129 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • World Investment Advisors held 11,880 shares of iShares ESG Aware MSCI USA Value ETF worth $378K as of Q2 2026.
  • World Investment Advisors sold 784 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $26.9K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1099 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $454K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.