Cardinal Point Wealth Management Partners’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$754K Buy
2022
Q4
$707K Buy
2022
Q3
$368K Sell
2022
Q2
$392K Buy
2022
Q1
$366K Sell
2021
Q4
$403K Buy