Cassaday & Co Wealth Management LLC Takes $371,000 Position in iShares ESG Aware MSCI USA Value ETF (BATS:EVUS)

Cassaday & Co Wealth Management LLC acquired a new position in iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 12,910 shares of the company’s stock, valued at approximately $371,000. Cassaday & Co Wealth Management LLC owned 8.07% of iShares ESG Aware MSCI USA Value ETF as of its most recent SEC filing.

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

iShares ESG Aware MSCI USA Value ETF Stock Performance

BATS:EVUS opened at $29.90 on Friday. The company has a market capitalization of $4.78 million, a PE ratio of 16.89 and a beta of 0.74. The stock has a 50-day simple moving average of $29.49 and a two-hundred day simple moving average of $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.