iShares ESG Optimized MSCI UESMVETF
13F holders, Q1 2025 (March 31)9holders −1
0new positions
1sold out
$28.64avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were BlackRock, Inc. ($3.2M), Tower Research Capital LLC (TRC) ($1.3M) and Financial Advisors, LLC ($738K).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 46436E445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $434K |
All 13F filers, Q4 2024 → Q1 2025: 31,818 shares bought and 45,210 shares sold, net −13,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| BlackRock, Inc. | 0.00% | No change | 110,000 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +190.8% | 44,794 | $1.3M |
| Financial Advisors, LLC | 0.15% | No change | 25,773 | $738K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -60.0% | 19,610 | $562K |
| Redwood Park Advisors LLC | 0.08% | Add +235.5% | 3,452 | $99K |
| Cwm, LLC | 0.00% | Reduce -32.9% | 371 | $11K |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 189 | $5K |
| UBS Group AG | 0.00% | No change | 40 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $29 |
"% 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.