Perigon Wealth Management LLC Acquires 26,429 Shares of iShares ESG Aware MSCI USA Value ETF $EVUS

Perigon Wealth Management LLC boosted its holdings in shares of iShares ESG Aware MSCI USA Value ETF (BATS:EVUS) by 108.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 50,725 shares of the company’s stock after purchasing an additional 26,429 shares during the quarter. Perigon Wealth Management LLC owned about 6.67% of iShares ESG Aware MSCI USA Value ETF worth $1,625,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the business. Assetmark Inc. bought a new stake in shares of iShares ESG Aware MSCI USA Value ETF in the 3rd quarter valued at approximately $1,653,000. JPMorgan Chase & Co. bought a new position in shares of iShares ESG Aware MSCI USA Value ETF during the 3rd quarter valued at approximately $8,989,000. Horst & Graben Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI USA Value ETF during the 3rd quarter valued at approximately $793,000. SigFig Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the 3rd quarter valued at $692,000. Finally, Envestnet Asset Management Inc. purchased a new stake in iShares ESG Aware MSCI USA Value ETF during the 3rd quarter valued at $64,197,000.

iShares ESG Aware MSCI USA Value ETF Price Performance

EVUS stock opened at $32.07 on Monday. iShares ESG Aware MSCI USA Value ETF has a twelve month low of $25.85 and a twelve month high of $34.03. The stock has a market capitalization of $24.37 million, a price-to-earnings ratio of 19.19 and a beta of 0.86. The firm’s fifty day simple moving average is $32.97 and its two-hundred day simple moving average is $32.23.

iShares ESG Aware MSCI USA Value ETF Company Profile

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.