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Ishares Inc msci em esg se shares owned by Peak Financial Management

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by Peak Financial Management from 13F filings

Historical chart of Peak Financial Management investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci em esg se by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 6.2k 36.41
2024-06-30 $219k 6.5k 33.53
2024-03-31 $210k 6.5k 32.23
2023-12-31 $203k 6.3k 32.06

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Tiaa Trust, National Association
Empower Advisory Group
Morgan Stanley
Envestnet Asset Management
Northern Trust
Goldman Sachs Group
Wealthfront Advisers
Jpmorgan Chase & Co
Creative Planning
BlackRock
Federation des caisses Desjardins du Quebec
BlackRock
Acorns Advisers
LPL Financial

View all funds holding Ishares Inc msci em esg se