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 Q2	$784K	Hold	25,773	–	–	﹤0.01%	1145
2026 Q1	$727K	Buy	+25,773	New	+$749K	﹤0.01%	1122

Other funds holding ESMV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RPA

Redwood Park Advisors Redwood City, California $152M AUM 8.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's ESMV Position: Q2 2026 in Review

Beacon Pointe Advisors held its iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) position steady in Q2 2026 at 25,773 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Beacon Pointe Advisors first reported a position in ESMV in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ESMV as of Q2 2026.

Beacon Pointe Advisors held 25,773 shares of iShares ESG Optimized MSCI USA Min Vol Factor ETF worth $784K as of Q2 2026.
Beacon Pointe Advisors left its iShares ESG Optimized MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA Min Vol Factor ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1145 holding.
Beacon Pointe Advisors first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.