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Cardinal Point Wealth Management Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$725K Sell
15,095
-1,615
-10% -$76.9K 0.22% 42
2022
Q4 		$781K Buy
16,710
+11,750
+237% +$548K 0.27% 33
2022
Q3 		$229K Sell
4,960
-290
-6% -$14.1K 0.11% 46
2022
Q2 		$257K Sell
5,250
-400
-7% -$19.8K 0.12% 43
2022
Q1 		$292K Hold
5,650
– – 0.13% 41
2021
Q4 		$312K Buy
+5,650
New +$311K 0.14% 39

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardinal Point Wealth Management Partners's EAGG Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.7% in Q1 2023, selling an estimated $76.9K and leaving 15,095 shares worth $725K. The position accounts for 0.22% of the portfolio, ranked #42.

Cardinal Point Wealth Management Partners first reported a position in EAGG in Q4 2021 and has held it in 6 quarters since. The position peaked at $781K in Q4 2022. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 15,095 shares of iShares ESG Aware US Aggregate Bond ETF worth $725K as of Q1 2023.
  • Cardinal Point Wealth Management Partners sold 1,615 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $76.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.22% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #42 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 6 quarters since.
  • Cardinal Point Wealth Management Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $781K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.