Lido Advisors LLC Acquires 267,832 Shares of iShares ESG Aware MSCI USA Value ETF $EVUS

Lido Advisors LLC purchased a new position in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 267,832 shares of the company’s stock, valued at approximately $9,712,000. Lido Advisors LLC owned approximately 35.24% of iShares ESG Aware MSCI USA Value ETF at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in EVUS. Envestnet Asset Management Inc. raised its stake in iShares ESG Aware MSCI USA Value ETF by 0.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 3,052,109 shares of the company’s stock valued at $107,160,000 after purchasing an additional 18,051 shares during the last quarter. Envestnet Portfolio Solutions Inc. boosted its holdings in iShares ESG Aware MSCI USA Value ETF by 1.3% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 588,537 shares of the company’s stock valued at $20,664,000 after acquiring an additional 7,764 shares during the last quarter. Park Avenue Securities LLC acquired a new position in iShares ESG Aware MSCI USA Value ETF in the third quarter valued at $10,905,000. eCIO Inc. grew its position in iShares ESG Aware MSCI USA Value ETF by 15.4% during the third quarter. eCIO Inc. now owns 156,178 shares of the company’s stock valued at $5,747,000 after acquiring an additional 20,832 shares during the period. Finally, Commonwealth Equity Services LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the third quarter valued at about $2,841,000.

iShares ESG Aware MSCI USA Value ETF Price Performance

Shares of BATS:EVUS opened at $37.64 on Friday. The firm has a market capitalization of $395.97 million, a PE ratio of 19.40 and a beta of 0.80. The business has a 50-day moving average of $37.07 and a two-hundred day moving average of $35.18. iShares ESG Aware MSCI USA Value ETF has a 12 month low of $30.56 and a 12 month high of $38.21.

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.