Compass Ion Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Hold
2025 Q1	$1.13M	Hold
2024 Q4	$1.19M	Hold
2024 Q3	$1.17M	Hold
2024 Q2	$1.06M	Hold
2024 Q1	$1.06M	Hold
2023 Q4	$971K	Hold
2023 Q3	$869K	Buy