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Harbour Investments’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Harbour Investments’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
2023
Q2 		– Sell
-6,276
Closed -$145K – 3050
2023
Q1 		$145K Hold
6,276
– – 0.01% 889
2022
Q4 		$143K Buy
+6,276
New +$140K 0.01% 858

Other funds holding ESMV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harbour Investments's ESMV Position: Q2 2023 in Review

Harbour Investments sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q2 2023, closing a stake of 6,276 shares — an estimated $145K sold.

Harbour Investments first reported a position in ESMV in Q4 2022 and held it in 2 quarters. The position peaked at $145K in Q1 2023. 5 funds tracked by Wall St. Rank hold ESMV as of Q2 2023.

  • Harbour Investments reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Harbour Investments sold 6,276 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q2 2023, an estimated $145K.
  • Harbour Investments first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Harbour Investments's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $145K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.