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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$348K Buy
3,845
+330
+9% +$29.2K 0.11% 60
2022
Q4 		$298K Hold
3,515
– – 0.1% 55
2022
Q3 		$283K Buy
3,515
+90
+3% +$7.97K 0.14% 41
2022
Q2 		$287K Buy
+3,425
New +$313K 0.14% 40

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cardinal Point Wealth Management Partners's ESGU Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.4% in Q1 2023, buying an estimated $29.2K and bringing the position to 3,845 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #60.

Cardinal Point Wealth Management Partners first reported a position in ESGU in Q2 2022 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 3,845 shares of iShares ESG Aware MSCI USA ETF worth $348K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 330 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $29.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #60 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 4 quarters since.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.