Cardinal Point Wealth Management Partners, LLC Ishares Trust Ishares Esg Awar 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 Trust Ishares Esg Awar stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 3,845 shares of ESGU stock, worth $483,162. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,845
Previous 3,515 9.39%
Holding current value
$483,162
Previous $297,000 16.84%
% of portfolio
0.11%
Previous 0.1%

Shares

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

May 10, 2023
BUY
$84.05 - $92.64 $27,736 - $30,571
330 Added 9.39%
3,845 $347,000
Q3 2022

Nov 02, 2022
BUY
$79.41 - $95.97 $7,146 - $8,637
90 Added 2.63%
3,515 $283,000
Q2 2022

Jul 19, 2022
BUY
$81.27 - $102.58 $278,349 - $351,336
3,425 New
3,425 $287,000

Others Institutions Holding ESGU

# of Institutions
803
Shares Held
97.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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.

Choose your preferred platform and Sign Up 👇 Telegram Email