Financial Advisors’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Hold |
|
|||||
|
2025
Q1 | $738K | Hold |
|
|||||
|
2024
Q4 | $717K | Hold |
|
|||||
|
2024
Q3 | $741K | Hold |
|
|||||
|
2024
Q2 | $681K | Hold |
|
|||||
|
2024
Q1 | $686K | Sell |
|
|||||
|
2023
Q4 | $742K | Sell |
|
|||||
|
2023
Q3 | $746K | Buy |
|
|||||
|
2023
Q2 | $755K | Hold |
|
|||||
|
2023
Q1 | $732K | Hold |
|
|||||
|
2022
Q4 | $721K | Buy |
|