Guardian Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-92,774
| Closed | -$2.67M | – | 127 |
|
|
2024
Q3 | $2.67M | Buy |
92,774
+41,456
| +81% | +$1.19M | 0.1% | 96 |
|
|
2024
Q2 | $1.36M | Buy |
51,318
+520
| +1% | +$13.7K | 0.05% | 108 |
|
|
2024
Q1 | $1.35M | Buy |
50,798
+12,120
| +31% | +$323K | 0.05% | 119 |
|
|
2023
Q4 | $968K | Buy |
38,678
+3,698
| +11% | +$92.5K | 0.03% | 122 |
|
|
2023
Q3 | $800K | Buy |
+34,980
| New | +$800K | 0.03% | 125 |
|