Peak Financial Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$277K	Buy
2025 Q2	$240K	Hold
2025 Q1	$223K	Buy
2024 Q4	$238K	Hold
2024 Q3	$236K	Sell
2024 Q2	$232K	Hold
2024 Q1	$243K	Buy
2023 Q4	$222K	Buy