Cardinal Point Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cardinal Point Capital Management’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,365	Closed	-$353K	–	75
2023 Q4	$353K	Sell	3,365 -300	-8%	-$29.4K	0.09%	52
2023 Q3	$346K	Sell	3,665 -180	-5%	-$17.6K	0.09%	55
2023 Q2	$375K	Hold	3,845	–	–	0.11%	51
2023 Q1	$348K	Buy	3,845 +330	+9%	+$29.2K	0.11%	60
2022 Q4	$298K	Buy	+3,515	New	+$300K	0.1%	55

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cardinal Point Capital Management's ESGU Position: Q1 2024 in Review

Cardinal Point Capital Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 3,365 shares — an estimated $353K sold.

Cardinal Point Capital Management first reported a position in ESGU in Q4 2022 and held it in 5 quarters. The position peaked at $375K in Q2 2023. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

Cardinal Point Capital Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Point Capital Management sold 3,365 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $353K.
Cardinal Point Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 5 quarters.
Cardinal Point Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $375K in Q2 2023.
741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Cardinal Point Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.