Compass Ion Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
2025
Q1
$1,000K Hold
2024
Q4
$929K Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.11M Hold
2024
Q1
$1.11M Hold
2023
Q4
$1.05M Sell
2023
Q3
$1.38M Buy