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iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
ESMV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $2.6M | -$564K | -20,000 | -18% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.26M | -$35.7K | -1,264 | -3% |
|
|
FA
3
Financial Advisors
Andover,
Massachusetts
| $745K | – | – | – |
|
|
PWM
4
Perigon Wealth Management
San Francisco,
California
| $395K | -$168K | -5,955 | -30% |
|
|
AG
5
Ascent Group
Virginia Beach,
Virginia
| $355K | +$347K | +12,287 | New |
|
|
PDL
6
Portfolio Design Labs
Encino,
California
| $355K | +$347K | +12,287 | New |
|
|
ABWM
7
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $239K | +$233K | +8,250 | New |
|
8
Citadel Advisors
Miami,
Florida
| $225K | +$219K | +7,764 | New |
|
|
BFS
9
Bradley Foster & Sargent
Hartford,
Connecticut
| $200K | +$196K | +6,931 | New |
|
|
RPA
10
Redwood Park Advisors
Redwood City,
California
| $100K | +$367 | +13 | +0.4% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
12
JP Morgan Chase
New York
| $3.8K | -$1.64K | -58 | -31% |
|
13
UBS Group
Zurich,
Switzerland
| – | -$1.15K | -40 | Closed |
|
14
Morgan Stanley
New York
| – | -$29 | -1 | Closed |
|