PFM
Peak Financial Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
5,814
| – | – | 0.07% | 86 |
|
|
2025
Q1 | $223K | Buy |
5,814
+160
| +3% | +$6.15K | 0.07% | 83 |
|
|
2024
Q4 | $238K | Hold |
5,654
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $236K | Sell |
5,654
-370
| -6% | -$15.5K | 0.07% | 86 |
|
|
2024
Q2 | $232K | Hold |
6,024
| – | – | 0.07% | 83 |
|
|
2024
Q1 | $243K | Buy |
6,024
+175
| +3% | +$7.05K | 0.08% | 82 |
|
|
2023
Q4 | $222K | Buy |
+5,849
| New | +$222K | 0.07% | 81 |
|