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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$348K Buy
2022
Q4
$298K Hold
2022
Q3
$283K Buy
2022
Q2
$287K Buy