Peak Financial Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Peak Financial Management, Inc.

$359 Million
Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Peak Financial Management, Inc. holds 6,144 shares of ESML stock, worth $272,179. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,144

Previous 5,814 5.68%

Holding current value

$272,179

Previous $240,000 15.0%

% of portfolio

0.08%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$41.34 - $45.65 $13,642 - $15,064	330 Added 5.68%	6,144 $276,000
Q1 2025 May 12, 2025	BUY	$37.84 - $44.02 $6,054 - $7,043	160 Added 2.83%	5,814 $223,000
Q3 2024 Oct 15, 2024	SELL	$38.03 - $42.06 $14,071 - $15,562	-370 Reduced 6.14%	5,654 $236,000
Q1 2024 Apr 22, 2024	BUY	$36.33 - $40.27 $6,357 - $7,047	175 Added 2.99%	6,024 $242,000
Q4 2023 Jan 18, 2024	BUY	$30.96 - $38.59 $181,085 - $225,712	5,849 New	5,849 $222,000

Others Institutions Holding ESML

# of Institutions

450

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Peak Financial Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History