Compass Ion Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Hold
2025 Q1	$920K	Hold
2024 Q4	$989K	Hold
2024 Q3	$975K	Hold
2024 Q2	$901K	Hold
2024 Q1	$901K	Hold
2023 Q4	$810K	Hold
2023 Q3	$724K	Buy