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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$284K	Hold	11,200	–	–	0.09%	66
2022 Q4	$271K	Hold	11,200	–	–	0.09%	59
2022 Q3	$263K	Sell	11,200 -125	-1%	-$2.94K	0.13%	42
2022 Q2	$282K	Hold	11,325	–	–	0.14%	41
2022 Q1	$310K	Hold	11,325	–	–	0.14%	39
2021 Q4	$330K	Buy	+11,325	New	+$330K	0.14%	38