Cardinal Point Capital Management’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
56,605
+8,115
| +17% | +$271K | 0.15% | 72 |
|
|
2025
Q1 | $1.52M | Sell |
48,490
-3,890
| -7% | -$122K | 0.14% | 74 |
|
|
2024
Q4 | $1.64M | Buy |
52,380
+3,640
| +7% | +$114K | 0.26% | 27 |
|
|
2024
Q3 | $1.58M | Sell |
48,740
-8,315
| -15% | -$269K | 0.26% | 25 |
|
|
2024
Q2 | $1.75M | Hold |
57,055
| – | – | 0.3% | 25 |
|
|
2024
Q1 | $1.73M | Buy |
57,055
+16,210
| +40% | +$493K | 0.33% | 22 |
|
|
2023
Q4 | $1.19M | Buy |
40,845
+15,110
| +59% | +$439K | 0.29% | 22 |
|
|
2023
Q3 | $692K | Sell |
25,735
-1,810
| -7% | -$48.7K | 0.18% | 33 |
|
|
2023
Q2 | $775K | Hold |
27,545
| – | – | 0.23% | 32 |
|
|
2023
Q1 | $754K | Buy |
27,545
+255
| +0.9% | +$6.98K | 0.23% | 40 |
|
|
2022
Q4 | $707K | Buy |
+27,290
| New | +$707K | 0.24% | 34 |
|