EVUS — ISHARES ESG AW MSCI US VALUE
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 1.45M sh · $51.11M
- UBS Group AG 1.28K sh · $44.87K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details