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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$284K Hold
2022
Q4
$271K Hold
2022
Q3
$263K Sell
2022
Q2
$282K Hold
2022
Q1
$310K Hold
2021
Q4
$330K Buy