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

Virtue Capital Management’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	-40,063	Closed	-$1.59M	–	335
2025 Q4	$1.59M	Buy	+40,063	New	+$1.16M	0.25%	69

Other funds holding ESMV

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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Virtue Capital Management's ESMV Position: Q1 2026 in Review

Virtue Capital Management sold out of iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) in Q1 2026, closing a stake of 40,063 shares — an estimated $1.59M sold.

Virtue Capital Management first reported a position in ESMV in Q4 2025 and held it in 1 quarter. The position peaked at $1.59M in Q4 2025. 7 funds tracked by Wall St. Rank hold ESMV as of Q1 2026.

Virtue Capital Management reported no remaining iShares ESG Optimized MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Virtue Capital Management sold 40,063 iShares ESG Optimized MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.59M.
Virtue Capital Management first reported a position in iShares ESG Optimized MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
Virtue Capital Management's iShares ESG Optimized MSCI USA Min Vol Factor ETF position peaked at $1.59M in Q4 2025.
7 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.