ESMV — ISHARES ESG OPTIMIZED MSCI USA
As of Q2 2026, 3 SEC-registered investment managers reported holding ESMV (ISHARES ESG OPTIMIZED MSCI USA) in their latest 13F filings, with a combined reported value of $3.16M across 103.99K shares. That is +1.4% by share count (+1.46K shares) versus the previous quarter, while reported value moved +9.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 90.00K | $2.74M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 12.52K | $380.73K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 1.47K | $44.59K | 0.00% | New |
| UBS Group AG history | Q1 2025 | 40 | $1.15K | 0.00% | Hold |
| Morgan Stanley history | Q1 2025 | 1 | $29 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q1 2022 | 1 | $0 | — | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.47K sh · $44.59K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q1 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | 110.00K | 110.00K | 110.00K | 90.00K | 90.00K | 90.00K | 90.00K | 90.00K |
| Citadel Advisors | — | 23.10K | 23.10K | 15.37K | 9.15K | 7.63K | — | — | — | 7.76K | 11.07K | 12.46K | 12.53K | 12.52K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 184 | 189 | 131 | 131 | 130 | — | 1.47K |
| Fidelity Management & Research (FMR) | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | — | — | — | — | 1 | — | 1 | 1 | 1 | — | — | — | — | — |
| UBS Group AG | — | — | — | — | — | — | — | 40 | 40 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details