CIA
Compass Ion Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
9,600
| – | – | 0.11% | 96 |
|
|
2025
Q1 | $920K | Hold |
9,600
| – | – | 0.11% | 104 |
|
|
2024
Q4 | $989K | Hold |
9,600
| – | – | 0.12% | 101 |
|
|
2024
Q3 | $975K | Hold |
9,600
| – | – | 0.12% | 100 |
|
|
2024
Q2 | $901K | Hold |
9,600
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $901K | Hold |
9,600
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $810K | Hold |
9,600
| – | – | 0.13% | 105 |
|
|
2023
Q3 | $724K | Buy |
+9,600
| New | +$724K | 0.12% | 109 |
|