iShares ESG Aware MSCI USA Value ETF $EVUS Shares Sold by Lido Advisors LLC

Lido Advisors LLC trimmed its stake in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) by 47.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 247,159 shares of the company’s stock after selling 225,750 shares during the period. Lido Advisors LLC owned 32.52% of iShares ESG Aware MSCI USA Value ETF worth $7,431,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of EVUS. SageView Advisory Group LLC acquired a new position in shares of iShares ESG Aware MSCI USA Value ETF during the 1st quarter worth about $1,658,000. Goldman Sachs Group Inc. purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the 1st quarter worth approximately $390,000. Focus Partners Advisor Solutions LLC acquired a new position in shares of iShares ESG Aware MSCI USA Value ETF during the first quarter valued at approximately $214,000. Finally, Cassaday & Co Wealth Management LLC raised its holdings in shares of iShares ESG Aware MSCI USA Value ETF by 11.7% during the second quarter. Cassaday & Co Wealth Management LLC now owns 14,425 shares of the company’s stock valued at $434,000 after acquiring an additional 1,515 shares during the last quarter.

iShares ESG Aware MSCI USA Value ETF Price Performance

Shares of BATS:EVUS opened at $31.72 on Tuesday. The business’s 50 day moving average price is $31.42 and its 200-day moving average price is $30.60. The firm has a market capitalization of $24.10 million, a PE ratio of 19.19 and a beta of 0.86. iShares ESG Aware MSCI USA Value ETF has a 1 year low of $25.85 and a 1 year high of $31.11.

iShares ESG Aware MSCI USA Value ETF Company 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.