Cardinal Point Capital Management’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
31,545
| – | – | 0.1% | 96 |
|
|
2025
Q1 | $1.12M | Sell |
31,545
-3,255
| -9% | -$115K | 0.1% | 83 |
|
|
2024
Q4 | $1.24M | Hold |
34,800
| – | – | 0.2% | 33 |
|
|
2024
Q3 | $1.28M | Sell |
34,800
-7,580
| -18% | -$278K | 0.21% | 31 |
|
|
2024
Q2 | $1.47M | Buy |
42,380
+200
| +0.5% | +$6.94K | 0.26% | 27 |
|
|
2024
Q1 | $1.44M | Hold |
42,180
| – | – | 0.27% | 24 |
|
|
2023
Q4 | $1.35M | Buy |
42,180
+5,920
| +16% | +$190K | 0.33% | 21 |
|
|
2023
Q3 | $1.07M | Buy |
36,260
+1,760
| +5% | +$51.7K | 0.28% | 24 |
|
|
2023
Q2 | $1.06M | Buy |
34,500
+3,160
| +10% | +$97.3K | 0.32% | 24 |
|
|
2023
Q1 | $925K | Hold |
31,340
| – | – | 0.28% | 30 |
|
|
2022
Q4 | $870K | Buy |
+31,340
| New | +$870K | 0.3% | 29 |
|