Cardinal Point Capital Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,530	Closed	-$283K	–	71
2023 Q3	$283K	Buy	11,530 +330	+3%	+$8.11K	0.07%	57
2023 Q2	$288K	Hold	11,200	–	–	0.09%	54
2023 Q1	$284K	Hold	11,200	–	–	0.09%	66
2022 Q4	$271K	Buy	+11,200	New	+$271K	0.09%	59