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

Avise Financial Cooperative Inc. bought a new position in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) during the 4th quarter, Holdings Channel reports. The fund bought 60,943 shares of the company’s stock, valued at approximately $1,953,000. iShares ESG Aware MSCI USA Value ETF accounts for approximately 1.8% of Avise Financial Cooperative Inc.’s portfolio, making the stock its 15th largest holding. Avise Financial Cooperative Inc. owned approximately 0.08% of iShares ESG Aware MSCI USA Value ETF at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Envestnet Asset Management Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA Value ETF during the 3rd quarter worth $64,197,000. Envestnet Portfolio Solutions Inc. boosted its position in shares of iShares ESG Aware MSCI USA Value ETF by 64.5% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 666,388 shares of the company’s stock worth $21,351,000 after purchasing an additional 261,366 shares in the last quarter. Park Avenue Securities LLC boosted its position in shares of iShares ESG Aware MSCI USA Value ETF by 65.4% during the 4th quarter. Park Avenue Securities LLC now owns 331,020 shares of the company’s stock worth $10,606,000 after purchasing an additional 130,881 shares in the last quarter. JPMorgan Chase & Co. purchased a new stake in shares of iShares ESG Aware MSCI USA Value ETF during the 3rd quarter worth $8,989,000. Finally, Lido Advisors LLC boosted its position in shares of iShares ESG Aware MSCI USA Value ETF by 3.6% during the 4th quarter. Lido Advisors LLC now owns 232,858 shares of the company’s stock worth $7,331,000 after purchasing an additional 8,095 shares in the last quarter.

iShares ESG Aware MSCI USA Value ETF Stock Performance

Shares of BATS EVUS opened at $35.45 on Friday. The company’s fifty day moving average is $33.79 and its two-hundred day moving average is $33.04. iShares ESG Aware MSCI USA Value ETF has a one year low of $29.11 and a one year high of $35.47. The firm has a market capitalization of $26.94 million, a P/E ratio of 19.19 and a beta of 0.86.

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.