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Compass Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Compass Advisory Group’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,938
Closed -$274K – 68
2022
Q3 		$274K Hold
8,938
– – 0.15% 56
2022
Q2 		$282K Buy
+8,938
New +$308K 0.15% 53

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