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EVUS — ISHARES ESG AW MSCI US VALUE

Reported value held$53.77M
Funds holding (latest)10
Sector—
Funds holding (Q2 2026)8
Institutional value$53.54M · 1.52M sh
New / Add / Cut / Exit2 / 4 / 2 / 0
Top-5 / Top-10 concentration99.8% / 100.0%
Institutional holdings change Accumulating +2192.6% (+1.46M sh)
Institutional value change Up +2431.9%

As of Q2 2026, 8 SEC-registered investment managers reported holding EVUS (ISHARES ESG AW MSCI US VALUE) in their latest 13F filings, with a combined reported value of $53.54M across 1.52M shares. That is +2192.6% by share count (+1.46M shares) versus the previous quarter, while reported value moved +2431.9%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
JPMorgan Chase & Co history Q2 2026 1.45M $51.11M 0.01% New
BNY Mellon history Q2 2026 35.88K $1.26M 0.00% Reduce
Citadel Advisors history Q2 2026 28.46K $999.41K 0.00% Add
Goldman Sachs Group history Q2 2025 6.80K $204.61K 0.00% Reduce
BlackRock Inc history Q2 2026 1.31K $45.96K 0.00% Add
UBS Group AG history Q2 2026 1.28K $44.87K 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 1.21K $42.48K 0.00% Add
PNC Financial Services history Q2 2026 876 $30.76K 0.00% Reduce
Bank of America Corp history Q4 2025 695 $22.27K 0.00% New
Wells Fargo & Co history Q2 2026 330 $11.59K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 10 funds)

FundQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
JPMorgan Chase & Co — — — — 285.81K 455.57K — 1.45M
BNY Mellon — — — — 21.14K 41.95K 36.77K 35.88K
Citadel Advisors — — — — — — 26.68K 28.46K
BlackRock Inc 98.00K 98.00K — — 877 1.53K 1.30K 1.31K
UBS Group AG — — 27 — 2.04K — — 1.28K
Fidelity Management & Research (FMR) — — — — — 617 617 1.21K
PNC Financial Services — — — — 587 928 908 876
Wells Fargo & Co — — — — — 153 153 330
Bank of America Corp — — — — — 695 — —
Goldman Sachs Group — — 13.32K 6.80K — — — —

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