iShares ESG Optimized MSCI UESMVETF
13F holders, Q1 2024 (March 31)7holders
$26.62avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings. The largest holders were BlackRock Inc. ($3.9M), Perigon Wealth Management, LLC ($2.1M) and Guardian Capital LP ($1.4M).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 46436E445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.8M |
| Exits | 0 | $0 |
Ownership 7 holders
| BlackRock Inc. | 0.00% | No change | 145,000 | $3.9M |
| Perigon Wealth Management, LLC | 0.06% | New | 78,545 | $2.1M |
| Guardian Capital LP | 0.05% | Add +31.3% | 50,798 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +2684.1% | 49,612 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 27,268 | $726K |
| Financial Advisors, LLC | 0.14% | Reduce -13.1% | 25,773 | $686K |
| Cwm, LLC | 0.00% | Reduce -24.4% | 553 | $15K |
"% of holder's portfolio" is ESMV's weight in each manager's 13F, not the share of iShares ESG Optimized MSCI U the manager owns.