iShares ESG Optimized MSCI UESMVETF
13F holders, Q4 2024 (December 31)10holders +1
3new positions
2sold out
$27.89avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($3.1M), Perigon Wealth Management, LLC ($1.4M) and Financial Advisors, LLC ($717K).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 46436E445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $440K |
| Exits | 2 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 15,834 shares bought and 130,097 shares sold, net −114,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| BlackRock, Inc. | 0.00% | No change | 110,000 | $3.1M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -31.7% | 49,028 | $1.4M |
| Financial Advisors, LLC | 0.14% | No change | 25,773 | $717K |
| Old Mission Capital LLC | 0.01% | New | 15,610 | $434K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.7% | 15,404 | $428K |
| Redwood Park Advisors LLC | 0.02% | — | 1,029 | $29K |
| Cwm, LLC | 0.00% | No change | 553 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 184 | $5K |
| UBS Group AG | 0.00% | New | 40 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $28 |
"% 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.