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Bradley Foster & Sargent’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Bradley Foster & Sargent’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
-6,931
Closed -$200K – 548
2025
Q2 		$200K Buy
+6,931
New +$196K ﹤0.01% 534

Other funds holding ESMV

BlackRock
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

Bradley Foster & Sargent's ESMV Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q3 2025, closing a stake of 6,931 shares — an estimated $200K sold.

Bradley Foster & Sargent first reported a position in ESMV in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 10 funds tracked by Wall St. Rank hold ESMV as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 6,931 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $200K.
  • Bradley Foster & Sargent first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 1 quarter.
  • Bradley Foster & Sargent's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $200K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.