Assetmark Inc. Invests $1.65 Million in iShares ESG Aware MSCI USA Value ETF $EVUS

Assetmark Inc. acquired a new stake in iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 52,554 shares of the company’s stock, valued at approximately $1,653,000. Assetmark Inc. owned approximately 6.92% of iShares ESG Aware MSCI USA Value ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in EVUS. Horst & Graben Wealth Management LLC purchased a new position in shares of iShares ESG Aware MSCI USA Value ETF in the 3rd quarter valued at about $793,000. SigFig Wealth Management LLC purchased a new position in shares of iShares ESG Aware MSCI USA Value ETF in the 3rd quarter valued at $692,000. Park Avenue Securities LLC acquired a new stake in iShares ESG Aware MSCI USA Value ETF during the 3rd quarter worth $6,294,000. Perigon Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF in the third quarter valued at $764,000. Finally, Envestnet Asset Management Inc. purchased a new stake in iShares ESG Aware MSCI USA Value ETF in the third quarter valued at $64,197,000.

iShares ESG Aware MSCI USA Value ETF Stock Performance

Shares of BATS:EVUS opened at $33.66 on Friday. iShares ESG Aware MSCI USA Value ETF has a one year low of $25.85 and a one year high of $34.03. The stock has a market capitalization of $25.58 million, a price-to-earnings ratio of 19.19 and a beta of 0.86. The company has a 50-day simple moving average of $32.92 and a 200-day simple moving average of $31.83.

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.