PEAK FINANCIAL MANAGEMENT, INC. – iShares ESG Aware MSCI EAFE ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$385,000
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-10.56%
quarter
iShares ESG Aware MSCI EAFE ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.70% | 606 shares | -7K | $56.13 | 6.85K |
| Q2 2022 | share | Increase | +33.29% | 1.56K shares | 47K | $62.76 | 6.24K |
| Q1 2022 | share | Increase | +17.62% | 702 shares | 28K | $73.73 | 4.68K |
| Q4 2021 | share | Increase | +0.76% | 30 shares | 7K | $79.53 | 3.98K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $78.38 | 3.95K | |
| Q2 2021 | share | Decrease | -2.13% | -86 shares | 5K | $79.03 | 3.95K |
| Q1 2021 | share | Increase | +2.80% | 110 shares | 20K | $74.92 | 4.04K |
| Q4 2020 | share | Increase | 0.00% | 3.93K shares | 287K | $72.1 | 3.93K |