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

Financial 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
2025 Q3	$751K	Hold	25,773	–	–	0.13%	37
2025 Q2	$745K	Hold	25,773	–	–	0.14%	35
2025 Q1	$738K	Hold	25,773	–	–	0.15%	33
2024 Q4	$717K	Hold	25,773	–	–	0.14%	32
2024 Q3	$741K	Hold	25,773	–	–	0.14%	32
2024 Q2	$681K	Hold	25,773	–	–	0.14%	32
2024 Q1	$686K	Sell	25,773 -3,893	-13%	-$100K	0.14%	33
2023 Q4	$742K	Sell	29,666 -2,933	-9%	-$69.5K	0.17%	29
2023 Q3	$746K	Buy	32,599 +848	+3%	+$20.2K	0.18%	26
2023 Q2	$755K	Hold	31,751	–	–	0.18%	27
2023 Q1	$732K	Hold	31,751	–	–	0.19%	30
2022 Q4	$721K	Buy	+31,751	New	+$710K	0.2%	28

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

PDL

Portfolio Design Labs Encino, California $562M AUM 20.39% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 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

Financial Advisors's ESMV Position: Q3 2025 in Review

Financial Advisors held its iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) position steady in Q3 2025 at 25,773 shares worth $751K. The position accounts for 0.13% of the portfolio, ranked #37.

Financial Advisors first reported a position in ESMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $755K in Q2 2023. 10 funds tracked by Wall St. Rank hold ESMV as of Q3 2025.

Financial Advisors held 25,773 shares of iShares ESG Optimized MSCI USA Min Vol Factor ETF worth $751K as of Q3 2025.
Financial Advisors left its iShares ESG Optimized MSCI USA Min Vol Factor ETF share count unchanged in Q3 2025.
iShares ESG Optimized MSCI USA Min Vol Factor ETF made up 0.13% of Financial Advisors's portfolio in Q3 2025, its #37 holding.
Financial Advisors first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 12 quarters since.
Financial Advisors's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $755K in Q2 2023.
10 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.