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

Cardinal Point Wealth Management Partners’s Portfolio ESGU Stock Details ESGU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$348K Buy
3,845
+330
+9% +$29.8K 0.11% 60
2022
Q4 		$298K Hold
3,515
– – 0.1% 55
2022
Q3 		$283K Buy
3,515
+90
+3% +$7.25K 0.14% 41
2022
Q2 		$287K Buy
+3,425
New +$287K 0.14% 40