A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 15,095 shares of EAGG stock, worth $708,257. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,095
Previous 16,710 9.66%
Holding current value
$708,257
Previous $781,000 7.17%
% of portfolio
0.22%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$46.38 - $48.56 $74,903 - $78,424
-1,615 Reduced 9.66%
15,095 $725,000
Q4 2022

Feb 07, 2023

BUY
$45.12 - $48.04 $530,160 - $564,470
11,750 Added 236.9%
16,710 $781,000
Q3 2022

Nov 02, 2022

SELL
$46.02 - $50.19 $13,345 - $14,555
-290 Reduced 5.52%
4,960 $229,000
Q2 2022

Jul 19, 2022

SELL
$47.71 - $51.47 $19,084 - $20,588
-400 Reduced 7.08%
5,250 $257,000
Q4 2021

Feb 10, 2022

BUY
$54.56 - $55.46 $308,264 - $313,349
5,650 New
5,650 $312,000

Others Institutions Holding EAGG

About ISHARES ESG AWARE U.S. AGGREGA


  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.