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Alpine Bank Wealth Management’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Alpine Bank Wealth Management’s Portfolio ESMV Stock Details ESMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,250
Closed -$239K – 432
2025
Q2 		$239K Buy
+8,250
New +$233K 0.04% 136
2024
Q3 		$1.05M Buy
+36,630
New +$1.01M 0.17% 71

Other funds holding ESMV

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
PDL
Portfolio Design Labs Encino, California $562M AUM 20.39% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
RPA
Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpine Bank Wealth Management's ESMV Position: Q3 2025 in Review

Alpine Bank Wealth Management sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q3 2025, closing a stake of 8,250 shares — an estimated $239K sold.

Alpine Bank Wealth Management first reported a position in ESMV in Q3 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2024. 10 funds tracked by Wall St. Rank hold ESMV as of Q3 2025.

  • Alpine Bank Wealth Management reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 8,250 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $239K.
  • Alpine Bank Wealth Management first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q3 2024 and held it in 2 quarters.
  • Alpine Bank Wealth Management's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $1.05M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.