CIA
Compass Ion Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
4,622
| – | – | 0.04% | 186 |
|
|
2025
Q1 | $378K | Hold |
4,622
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $352K | Hold |
4,622
| – | – | 0.04% | 195 |
|
|
2024
Q3 | $389K | Hold |
4,622
| – | – | 0.05% | 186 |
|
|
2024
Q2 | $369K | Hold |
4,622
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $369K | Hold |
4,622
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $349K | Hold |
4,622
| – | – | 0.05% | 167 |
|
|
2023
Q3 | $320K | Buy |
+4,622
| New | +$320K | 0.05% | 171 |
|