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Portfolio Design Labs’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Portfolio Design Labs’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
2026
Q1 		– Sell
-7,230
Closed -$208K – 236
2025
Q4 		$208K Hold
7,230
– – 0.03% 196
2025
Q3 		$211K Sell
7,230
-5,057
-41% -$146K 0.04% 195
2025
Q2 		$355K Buy
+12,287
New +$347K 0.07% 116

Other funds holding ESMV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
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

Portfolio Design Labs's ESMV Position: Q1 2026 in Review

Portfolio Design Labs sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q1 2026, closing a stake of 7,230 shares — an estimated $208K sold.

Portfolio Design Labs first reported a position in ESMV in Q2 2025 and held it in 3 quarters. The position peaked at $355K in Q2 2025. 7 funds tracked by Wall St. Rank hold ESMV as of Q1 2026.

  • Portfolio Design Labs reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Portfolio Design Labs sold 7,230 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $208K.
  • Portfolio Design Labs first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 3 quarters.
  • Portfolio Design Labs's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $355K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.