iShares ESG Optimized MSCI UESMVETF
13F holders, Q2 2024 (June 30)9holders +2
2new positions
0sold out
1famous investor
$26.43avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were BlackRock Inc. ($3.2M), Perigon Wealth Management, LLC ($2.1M) and Guardian Capital LP ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 46436E445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $525K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 20,392 shares bought and 40,435 shares sold, net −20,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| BlackRock Inc. | 0.00% | Reduce -17.2% | 120,000 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.2% | 77,629 | $2.1M |
| Guardian Capital LP | 0.05% | Add +1.0% | 51,318 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -13.6% | 42,873 | $1.1M |
| Financial Advisors, LLC | 0.14% | No change | 25,773 | $681K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.5% | 19,488 | $515K |
| Old Mission Capital LLC | 0.01% | New | 12,240 | $324K |
| Citadel Advisors | 0.00% | New | 7,632 | $202K |
| Cwm, LLC | 0.00% | No change | 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.