Peak Financial Management, Inc. Ishares Msci Acwi ETF Transaction History

Peak Financial Management, Inc.

$338 Million
Q2 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 45,297 shares of ACWI stock, worth $6.32 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

45,297

Previous 45,996 1.52%

Holding current value

$6.32 Million

Previous $5.35 Million 8.82%

% of portfolio

1.72%

Previous 1.62%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$103.59 - $128.6 $72,409 - $89,891	-699 Reduced 1.52%	45,297 $5.83 Million
Q1 2025 May 12, 2025	BUY	$115.16 - $124.13 $56,543 - $60,947	491 Added 1.08%	45,996 $5.35 Million
Q4 2024 Jan 21, 2025	SELL	$117.05 - $123.03 $50,331 - $52,902	-430 Reduced 0.94%	45,505 $5.35 Million
Q3 2024 Oct 15, 2024	SELL	$107.24 - $119.84 $46,649 - $52,130	-435 Reduced 0.94%	45,935 $5.49 Million
Q2 2024 Jul 22, 2024	SELL	$104.54 - $112.83 $134,229 - $144,873	-1,284 Reduced 2.69%	46,370 $5.21 Million
Q1 2024 Apr 22, 2024	SELL	$99.79 - $110.15 $34,726 - $38,332	-348 Reduced 0.72%	47,654 $5.25 Million
Q4 2023 Jan 18, 2024	BUY	$88.59 - $102.15 $34,018 - $39,225	384 Added 0.81%	48,002 $4.89 Million
Q3 2023 Oct 24, 2023	SELL	$92.02 - $99.39 $14,631 - $15,803	-159 Reduced 0.33%	47,618 $4.4 Million
Q2 2023 Jul 26, 2023	BUY	$90.5 - $96.36 $7,240 - $7,708	80 Added 0.17%	47,777 $4.58 Million
Q1 2023 Apr 24, 2023	SELL	$84.9 - $92.93 $79,551 - $87,075	-937 Reduced 1.93%	47,697 $4.35 Million
Q4 2022 Jan 27, 2023	SELL	$77.52 - $89.8 $301,940 - $349,771	-3,895 Reduced 7.41%	48,634 $4.13 Million
Q3 2022 Oct 28, 2022	SELL	$77.83 - $92.7 $338,638 - $403,337	-4,351 Reduced 7.65%	52,529 $4.09 Million
Q2 2022 Jul 29, 2022	BUY	$81.93 - $101.4 $105,443 - $130,501	1,287 Added 2.32%	56,880 $4.77 Million
Q1 2022 Apr 20, 2022	BUY	$92.11 - $106.34 $73,043 - $84,327	793 Added 1.45%	55,593 $5.55 Million
Q4 2021 Jan 27, 2022	SELL	$99.52 - $107.23 $60,508 - $65,195	-608 Reduced 1.1%	54,800 $5.8 Million
Q3 2021 Oct 19, 2021	SELL	$99.44 - $105.29 $46,239 - $48,959	-465 Reduced 0.83%	55,408 $5.54 Million
Q2 2021 Aug 04, 2021	SELL	$96.39 - $101.59 $34,893 - $36,775	-362 Reduced 0.64%	55,873 $5.65 Million
Q1 2021 Apr 29, 2021	SELL	$90.22 - $96.52 $179,176 - $191,688	-1,986 Reduced 3.41%	56,235 $5.35 Million
Q4 2020 Jan 26, 2021	SELL	$78.14 - $90.72 $15,159 - $17,599	-194 Reduced 0.33%	58,221 $5.28 Million
Q3 2020 Oct 19, 2020	BUY	$74.27 - $84.01 $20,349 - $23,018	274 Added 0.47%	58,415 $4.67 Million
Q2 2020 Aug 06, 2020	SELL	$59.7 - $77.34 $348,827 - $451,897	-5,843 Reduced 9.13%	58,141 $4.29 Million
Q1 2020 Apr 29, 2020	BUY	$54.33 - $81.73 $329,891 - $496,264	6,072 Added 10.48%	63,984 $4 Million
Q4 2019 Jan 31, 2020	BUY	$71.68 - $79.55 $27,740 - $30,785	387 Added 0.67%	57,912 $4.59 Million
Q3 2019 Oct 29, 2019	BUY	$70.15 - $75.05 $62,854 - $67,244	896 Added 1.58%	57,525 $4.24 Million
Q2 2019 Aug 01, 2019	BUY	$70.09 - $74.72 $227,512 - $242,541	3,246 Added 6.08%	56,629 $4.17 Million
Q1 2019 May 01, 2019	BUY	$63.05 - $72.85 $324,770 - $375,250	5,151 Added 10.68%	53,383 $3.85 Million
Q4 2018 Jan 30, 2019	BUY	$61.18 - $74.47 $914,824 - $1.11 Million	14,953 Added 44.93%	48,232 $3.1 Million
Q3 2018 Nov 06, 2018	BUY	$70.85 - $74.69 $628,793 - $662,873	8,875 Added 36.37%	33,279 $2.47 Million
Q2 2018 Jul 19, 2018	BUY	$70.26 - $74.19 $441,794 - $466,506	6,288 Added 34.71%	24,404 $1.74 Million
Q1 2018 May 08, 2018	BUY	$69.83 - $77.54 $1.27 Million - $1.4 Million	18,116 New	18,116 $1.3 Million

Others Institutions Holding ACWI

# of Institutions

812

Shares Held

71.8M

Call Options Held

265K

Put Options Held

1.33M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

Peak Financial Management, Inc. Ishares Msci Acwi ETF Transaction History