Cwm LLC Grows Stock Holdings in iShares ESG Aware MSCI USA Value ETF $EVUS

Cwm LLC boosted its holdings in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) by 38.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 151,103 shares of the company’s stock after purchasing an additional 41,853 shares during the quarter. Cwm LLC owned about 19.88% of iShares ESG Aware MSCI USA Value ETF worth $4,841,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Charter Oak Capital Management LLC raised its stake in iShares ESG Aware MSCI USA Value ETF by 9.3% during the fourth quarter. Charter Oak Capital Management LLC now owns 7,794 shares of the company’s stock valued at $250,000 after purchasing an additional 663 shares in the last quarter. JFS Wealth Advisors LLC raised its stake in iShares ESG Aware MSCI USA Value ETF by 68.1% during the fourth quarter. JFS Wealth Advisors LLC now owns 2,820 shares of the company’s stock valued at $90,000 after purchasing an additional 1,142 shares in the last quarter. Farther Finance Advisors LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the third quarter valued at $45,000. Comerica Bank purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the third quarter valued at $52,000. Finally, AE Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the third quarter valued at $73,000.

iShares ESG Aware MSCI USA Value ETF Stock Down 0.6%

iShares ESG Aware MSCI USA Value ETF stock opened at $33.55 on Wednesday. The company has a market cap of $25.50 million, a price-to-earnings ratio of 19.19 and a beta of 0.86. The firm’s fifty day moving average is $32.88 and its 200 day moving average is $32.38. iShares ESG Aware MSCI USA Value ETF has a 52-week low of $27.32 and a 52-week high of $34.03.

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.