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Ishares Tr msci eafe esg shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Ishares Tr msci eafe esg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci eafe esg held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci eafe esg by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 4.6k 84.17
2024-06-30 $369k 4.6k 79.91
2024-03-31 $369k 4.6k 79.91
2023-12-31 $349k 4.6k 75.54
2023-09-30 $320k 4.6k 69.13

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Morgan Stanley
Northern Trust
Tiaa Trust, National Association
Fifth Third Bancorp
Envestnet Asset Management
Wells Fargo & Company
Goldman Sachs Group
Acorns Advisers
BlackRock
Putnam Fl Investment Management
BlackRock
Spinnaker Trust

View all funds holding Ishares Tr msci eafe esg