UBS Group
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UBS Group’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

UBS Group’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
Q2 		– Sell
-40
Closed -$1.15K – 10398
2025
Q1 		$1.15K Hold
40
– – ﹤0.01% 9570
2024
Q4 		$1.11K Buy
+40
New +$1.16K ﹤0.01% 9307

Other funds holding ESMV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $6.36B AUM 28.76% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
PDL
Portfolio Design Labs Encino, California $562M AUM 20.39% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
RPA
Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return

UBS Group's ESMV Position: Q2 2025 in Review

UBS Group sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q2 2025, closing a stake of 40 shares — an estimated $1.15K sold.

UBS Group first reported a position in ESMV in Q4 2024 and held it in 2 quarters. The position peaked at $1.15K in Q1 2025. 12 funds tracked by Wall St. Rank hold ESMV as of Q2 2025.

  • UBS Group reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 40 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $1.15K.
  • UBS Group first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $1.15K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.