Compass Ion Advisors’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$342K Hold
2021
Q4
$364K Buy
2021
Q3
$345K Sell
2021
Q2
$351K Sell
2021
Q1
$350K Buy
2020
Q4
$326K Sell
2020
Q3
$421K Buy