CIA
Compass Ion Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
13,009
-208
| -2% | -$17.4K | 0.12% | 95 |
|
|
2025
Q1 | $1,000K | Hold |
13,217
| – | – | 0.12% | 95 |
|
|
2024
Q4 | $929K | Sell |
13,217
-758
| -5% | -$53.3K | 0.11% | 106 |
|
|
2024
Q3 | $1.09M | Sell |
13,975
-942
| -6% | -$73.5K | 0.13% | 92 |
|
|
2024
Q2 | $1.11M | Hold |
14,917
| – | – | 0.16% | 82 |
|
|
2024
Q1 | $1.11M | Hold |
14,917
| – | – | 0.16% | 83 |
|
|
2023
Q4 | $1.05M | Sell |
14,917
-6,587
| -31% | -$463K | 0.16% | 89 |
|
|
2023
Q3 | $1.38M | Buy |
+21,504
| New | +$1.38M | 0.24% | 67 |
|