Ishares Tr esg usd corpt shares owned by Peak Financial Management
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Ishares Tr esg usd corpt
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All positions including Ishares Tr esg usd corpt 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 Tr esg usd corpt by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $416k | 18k | 22.99 |
| 2023-12-31 | $353k | 15k | 23.27 |
| 2023-09-30 | $321k | 15k | 21.76 |
| 2023-06-30 | $341k | 15k | 22.74 |
| 2023-03-31 | $294k | 13k | 23.02 |
| 2022-12-31 | $285k | 13k | 22.30 |
| 2022-09-30 | $330k | 15k | 21.76 |
| 2022-06-30 | $302k | 13k | 23.15 |
| 2022-03-31 | $327k | 13k | 25.10 |
| 2021-12-31 | $248k | 9.1k | 27.33 |
| 2021-09-30 | $217k | 7.9k | 27.52 |