Envestnet Portfolio Solutions Inc. Makes New $12.74 Million Investment in iShares ESG Aware MSCI USA Value ETF $EVUS

Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) in the third quarter, according to its most recent disclosure with the SEC. The firm acquired 405,022 shares of the company’s stock, valued at approximately $12,738,000. Envestnet Portfolio Solutions Inc. owned approximately 0.53% of iShares ESG Aware MSCI USA Value ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Park Avenue Securities LLC purchased a new position in shares of iShares ESG Aware MSCI USA Value ETF in the third quarter worth $6,294,000. CWM LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF in the 3rd quarter worth $3,436,000. Horst & Graben Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF in the 3rd quarter worth $793,000. Perigon Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI USA Value ETF during the 3rd quarter valued at about $764,000. Finally, Sharkey Howes & Javer purchased a new position in shares of iShares ESG Aware MSCI USA Value ETF during the third quarter valued at about $759,000.

iShares ESG Aware MSCI USA Value ETF Trading Up 3.8%

Shares of EVUS stock opened at $33.02 on Friday. The stock has a market capitalization of $25.09 million, a price-to-earnings ratio of 19.19 and a beta of 0.86. iShares ESG Aware MSCI USA Value ETF has a 12-month low of $25.85 and a 12-month high of $31.11. The stock’s 50-day moving average price is $32.17 and its 200-day moving average price is $31.40.

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.