WestHill Financial Advisors Inc. Makes New Investment in iShares ESG Aware MSCI USA Value ETF $EVUS

WestHill Financial Advisors Inc. bought a new stake in iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 37,996 shares of the company’s stock, valued at approximately $1,378,000. WestHill Financial Advisors Inc. owned 5.00% of iShares ESG Aware MSCI USA Value ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. CoreCap Advisors LLC raised its position in iShares ESG Aware MSCI USA Value ETF by 85.4% in the 3rd quarter. CoreCap Advisors LLC now owns 3,221 shares of the company’s stock valued at $117,000 after purchasing an additional 1,484 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its position in shares of iShares ESG Aware MSCI USA Value ETF by 1.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 588,537 shares of the company’s stock worth $20,664,000 after buying an additional 7,764 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in shares of iShares ESG Aware MSCI USA Value ETF by 0.6% during the second quarter. Envestnet Asset Management Inc. now owns 3,052,109 shares of the company’s stock worth $107,160,000 after buying an additional 18,051 shares during the period. Capital Analysts LLC increased its stake in shares of iShares ESG Aware MSCI USA Value ETF by 24.6% during the second quarter. Capital Analysts LLC now owns 7,390 shares of the company’s stock worth $259,000 after buying an additional 1,461 shares during the period. Finally, Integrated Wealth Concepts LLC increased its stake in shares of iShares ESG Aware MSCI USA Value ETF by 12.8% during the second quarter. Integrated Wealth Concepts LLC now owns 14,043 shares of the company’s stock worth $493,000 after buying an additional 1,592 shares during the period.

iShares ESG Aware MSCI USA Value ETF Stock Down 0.6%

BATS EVUS traded down $0.21 on Wednesday, hitting $36.93. 8,278 shares of the stock were exchanged, compared to its average volume of 46,304. iShares ESG Aware MSCI USA Value ETF has a fifty-two week low of $30.56 and a fifty-two week high of $37.56. The company has a market cap of $28.07 million, a PE ratio of 19.19 and a beta of 0.86. The company has a 50-day moving average price of $36.95 and a 200-day moving average price of $35.41.

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.