Guardian Capital (Canada)’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Guardian Capital (Canada)’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
2024 Q4	–	Sell	-92,774	Closed	-$2.67M	–	145
2024 Q3	$2.67M	Buy	92,774 +41,456	+81%	+$1.15M	0.1%	96
2024 Q2	$1.36M	Buy	51,318 +520	+1%	+$13.6K	0.05%	108
2024 Q1	$1.35M	Buy	50,798 +12,120	+31%	+$311K	0.05%	119
2023 Q4	$968K	Buy	38,678 +3,698	+11%	+$87.6K	0.03%	123
2023 Q3	$800K	Buy	+34,980	New	+$832K	0.03%	125

Other funds holding ESMV

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Capital (Canada)'s ESMV Position: Q4 2024 in Review

Guardian Capital (Canada) sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q4 2024, closing a stake of 92,774 shares — an estimated $2.67M sold.

Guardian Capital (Canada) first reported a position in ESMV in Q3 2023 and held it in 5 quarters. The position peaked at $2.67M in Q3 2024. 10 funds tracked by Wall St. Rank hold ESMV as of Q4 2024.

Guardian Capital (Canada) reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Guardian Capital (Canada) sold 92,774 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q4 2024, an estimated $2.67M.
Guardian Capital (Canada) first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 5 quarters.
Guardian Capital (Canada)'s iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $2.67M in Q3 2024.
10 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q4 2024.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2024, filed 14 Feb 2025.