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Ishares Tr esg msci le shares owned by Compass Ion Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg msci le 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 esg msci le by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $901k 9.6k 93.85
2023-12-31 $810k 9.6k 84.38
2023-09-30 $724k 9.6k 75.41

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)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Jpmorgan Chase & Co
Mercer Global Advisors
Royal Bank of Canada
Creative Planning
Wealth Enhancement Advisory Services
Hanson McClain Advisors
First Ascent Asset Management
Principal Financial Group
Wealthsource Partners
One Wealth Advisors
CliftonLarsonAllen Wealth Advisors
Ellevest
Bank of America Corporation
W Advisors

View all funds holding Ishares Tr esg msci le