Perigon Wealth Management’s iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History

Perigon Wealth Management’s Portfolio ESMV Stock Details ESMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Sell
2025 Q2	$395K	Sell
2025 Q1	$562K	Sell
2024 Q4	$1.38M	Sell
2024 Q3	$2.06M	Sell
2024 Q2	$2.05M	Sell
2024 Q1	$2.09M	Buy
2023 Q1	–	Sell
2022 Q4	$242K	Sell
2022 Q3	$223K	Buy