Benjamin F. Edwards & Company’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Benjamin F. Edwards & Company’s Portfolio EVUS Stock Details EVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$65K	Buy	2,379 +1,778	+296%	+$48.3K	﹤0.01%	1260
2024 Q1	$17K	Hold	601	–	–	﹤0.01%	1570
2023 Q4	$15K	Hold	601	–	–	﹤0.01%	1550
2023 Q3	$14K	Buy	+601	New	+$14.8K	﹤0.01%	1321

Other funds holding EVUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

Benjamin F. Edwards & Company's EVUS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 296% in Q2 2024, buying an estimated $48.3K and bringing the position to 2,379 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Benjamin F. Edwards & Company first reported a position in EVUS in Q3 2023 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold EVUS as of Q2 2024.

Benjamin F. Edwards & Company held 2,379 shares of iShares ESG Aware MSCI USA Value ETF worth $65K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,778 iShares ESG Aware MSCI USA Value ETF shares in Q2 2024, an estimated $48.3K.
iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1260 holding.
Benjamin F. Edwards & Company first reported a position in iShares ESG Aware MSCI USA Value ETF in Q3 2023 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.