iShares ESG Optimized MSCI UESMVETF
13F holders, Q2 2025 (June 30)12holders +3
5new positions
2sold out
1famous investor
$28.92avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding iShares ESG Optimized MSCI U (ESMV) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($2.6M), Tower Research Capital LLC (TRC) ($1.3M) and Financial Advisors, LLC ($745K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 2 | $1K |
All 13F filers, Q1 2025 → Q2 2025: 47,532 shares bought and 27,318 shares sold, net +20,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| BlackRock, Inc. | 0.00% | Reduce -18.2% | 90,000 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -2.8% | 43,530 | $1.3M |
| Financial Advisors, LLC | 0.14% | No change | 25,773 | $745K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -30.4% | 13,655 | $395K |
| Portfolio Design Labs, LLC | 0.07% | New | 12,287 | $355K |
| Ascent Group, LLC | 0.01% | New | 12,287 | $355K |
| Alpine Bank Wealth Management | 0.04% | New | 8,250 | $239K |
| Citadel Advisors | 0.00% | New | 7,764 | $225K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 6,931 | $200K |
| Redwood Park Advisors LLC | 0.08% | Add +0.4% | 3,465 | $100K |
| Cwm, LLC | 0.00% | No change | 371 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.7% | 131 | $4K |
"% 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.