CIA
Compass Ion Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
9,250
| – | – | 0.14% | 86 |
|
|
2025
Q1 | $1.13M | Hold |
9,250
| – | – | 0.13% | 87 |
|
|
2024
Q4 | $1.19M | Hold |
9,250
| – | – | 0.14% | 89 |
|
|
2024
Q3 | $1.17M | Hold |
9,250
| – | – | 0.14% | 87 |
|
|
2024
Q2 | $1.06M | Hold |
9,250
| – | – | 0.15% | 85 |
|
|
2024
Q1 | $1.06M | Hold |
9,250
| – | – | 0.15% | 85 |
|
|
2023
Q4 | $971K | Hold |
9,250
| – | – | 0.15% | 95 |
|
|
2023
Q3 | $869K | Buy |
+9,250
| New | +$869K | 0.15% | 98 |
|