Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

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 $715,653. This represents 0.22% of its overall portfolio holdings.

Number of Shares

15,095

Previous 16,710 9.66%

Holding current value

$715,653

Previous $781,000 7.17%

% of portfolio

0.22%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

402

Shares Held

62.4M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
Sector ETFs
Industry ETFs

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Cardinal Point Wealth Management Partners, LLC Ishares Esg Aware U.S. Aggrega Transaction History