Cardinal Point Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cardinal Point Capital Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$217K	Buy
2025 Q2	$202K	Buy
2024 Q4	–	Sell
2024 Q3	$202K	Sell
2024 Q2	$209K	Hold
2024 Q1	$208K	Hold
2023 Q4	$202K	Buy