Cardinal Point Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,365
| Closed | -$353K | – | 75 |
|
|
2023
Q4 | $353K | Sell |
3,365
-300
| -8% | -$31.5K | 0.09% | 52 |
|
|
2023
Q3 | $346K | Sell |
3,665
-180
| -5% | -$17K | 0.09% | 55 |
|
|
2023
Q2 | $375K | Hold |
3,845
| – | – | 0.11% | 51 |
|
|
2023
Q1 | $348K | Buy |
3,845
+330
| +9% | +$29.8K | 0.11% | 60 |
|
|
2022
Q4 | $298K | Buy |
+3,515
| New | +$298K | 0.1% | 55 |
|