Beacon Pointe Advisors’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Beacon Pointe Advisors’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
2026 Q1	$727K	Buy	+25,773	New	+$749K	﹤0.01%	1122

Other funds holding ESMV

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPA

Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's ESMV Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q1 2026: 25,773 shares worth $727K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings.

7 funds tracked by Wall St. Rank hold ESMV as of Q1 2026.

Beacon Pointe Advisors held 25,773 shares of iShares ESG Optimized MSCI USA Min Vol Factor ETF worth $727K as of Q1 2026.
iShares ESG Optimized MSCI USA Min Vol Factor ETF was a new Beacon Pointe Advisors position in Q1 2026.
iShares ESG Optimized MSCI USA Min Vol Factor ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1122 holding.
7 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.