Cassaday & Co Wealth Management LLC Makes New Investment in iShares ESG Aware MSCI USA Value ETF (BATS:EVUS)

Cassaday & Co Wealth Management LLC purchased a new stake in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 12,910 shares of the company’s stock, valued at approximately $371,000. Cassaday & Co Wealth Management LLC owned approximately 0.08% of iShares ESG Aware MSCI USA Value ETF at the end of the most recent quarter.

Separately, Addison Advisors LLC lifted its holdings in iShares ESG Aware MSCI USA Value ETF by 48.4% in the 3rd quarter. Addison Advisors LLC now owns 1,150 shares of the company’s stock worth $34,000 after purchasing an additional 375 shares during the last quarter.

iShares ESG Aware MSCI USA Value ETF Stock Performance

Shares of EVUS stock opened at $29.90 on Friday. The firm has a market capitalization of $4.78 million, a P/E ratio of 16.89 and a beta of 0.74. The company’s 50 day moving average is $29.49 and its 200 day moving average is $29.59.

About iShares ESG Aware MSCI USA Value ETF

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.