Compass Ion Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Compass Ion Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Hold
2025 Q1	$378K	Hold
2024 Q4	$352K	Hold
2024 Q3	$389K	Hold
2024 Q2	$369K	Hold
2024 Q1	$369K	Hold
2023 Q4	$349K	Hold
2023 Q3	$320K	Buy