Envestnet Asset Management Inc. Purchases New Position in iShares ESG Aware MSCI USA Value ETF $EVUS

Envestnet Asset Management Inc. acquired a new stake in iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,041,243 shares of the company’s stock, valued at approximately $64,197,000. Envestnet Asset Management Inc. owned approximately 268.58% of iShares ESG Aware MSCI USA Value ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Horst & Graben Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF in the third quarter valued at approximately $793,000. SigFig Wealth Management LLC acquired a new position in shares of iShares ESG Aware MSCI USA Value ETF in the 3rd quarter valued at $692,000. Perigon Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF in the 3rd quarter valued at $764,000. CWM LLC acquired a new stake in iShares ESG Aware MSCI USA Value ETF during the 3rd quarter worth $3,436,000. Finally, Park Avenue Securities LLC acquired a new stake in iShares ESG Aware MSCI USA Value ETF during the 3rd quarter worth $6,294,000.

iShares ESG Aware MSCI USA Value ETF Stock Performance

BATS EVUS opened at $33.93 on Monday. The firm’s fifty day moving average is $32.60 and its two-hundred day moving average is $31.64. iShares ESG Aware MSCI USA Value ETF has a one year low of $25.85 and a one year high of $31.11. The firm has a market cap of $25.78 million, a PE ratio of 19.19 and a beta of 0.86.

iShares ESG Aware MSCI USA Value ETF Profile

The iShares ESG Aware MSCI USA Value ETF (EVUS) is an exchange-traded fund that mostly invests in total market equity. The fund is a passively managed fund that tracks an index of US value stocks with certain environmental, social, and governance criteria. The fund aims to maximize its ESG exposure. EVUS was launched on Jan 31, 2023 and is managed by BlackRock.