Financial Advisors’s iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$104K | 0.14% | 33 |
|
|
2023
Q4 | $742K | Sell |
29,666
-2,933
| -9% | -$73.4K | 0.17% | 29 |
|
|
2023
Q3 | $746K | Buy |
32,599
+848
| +3% | +$19.4K | 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 | +$721K | 0.2% | 28 |
|