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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
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 $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

World Investment Advisors's EVUS Position: Q1 2026 in Review

World Investment Advisors reduced its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 11% in Q1 2026, selling an estimated $50K and leaving 12,664 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1091.

World Investment Advisors first reported a position in EVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $454K in Q4 2025. 112 funds tracked by Wall St. Rank hold EVUS as of Q1 2026.

  • World Investment Advisors held 12,664 shares of iShares ESG Aware MSCI USA Value ETF worth $403K as of Q1 2026.
  • World Investment Advisors sold 1,517 iShares ESG Aware MSCI USA Value ETF shares in Q1 2026, an estimated $50K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1091 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2025 and has held it in 3 quarters since.
  • World Investment Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $454K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.