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Old Mission Capital’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Old Mission Capital’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
Q1 		– Sell
-15,610
Closed -$434K – 1007
2024
Q4 		$434K Buy
+15,610
New +$451K 0.01% 646
2024
Q3 		– Sell
-12,240
Closed -$324K – 1515
2024
Q2 		$324K Buy
+12,240
New +$320K 0.01% 883

Other funds holding ESMV

BlackRock
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
FA
Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
RPA
Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Mission Capital's ESMV Position: Q1 2025 in Review

Old Mission Capital sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q1 2025, closing a stake of 15,610 shares — an estimated $434K sold.

Old Mission Capital first reported a position in ESMV in Q2 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2024. 9 funds tracked by Wall St. Rank hold ESMV as of Q1 2025.

  • Old Mission Capital reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 15,610 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $434K.
  • Old Mission Capital first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 2 quarters.
  • Old Mission Capital's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $434K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.