Peak Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Peak Financial Management’s Portfolio ESGE Stock Details ESGE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$275K	Buy
2025 Q2	$223K	Buy
2024 Q4	–	Sell
2024 Q3	$227K	Sell
2024 Q2	$219K	Hold
2024 Q1	$210K	Buy
2023 Q4	$203K	Buy