Cardinal Point Capital Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,530	Closed	-$283K	–	71
2023 Q3	$283K	Buy	11,530 +330	+3%	+$8.35K	0.07%	57
2023 Q2	$288K	Hold	11,200	–	–	0.09%	54
2023 Q1	$284K	Hold	11,200	–	–	0.09%	66
2022 Q4	$271K	Buy	+11,200	New	+$270K	0.09%	59

Other funds holding EAOM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cardinal Point Capital Management's EAOM Position: Q4 2023 in Review

Cardinal Point Capital Management sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q4 2023, closing a stake of 11,530 shares — an estimated $283K sold.

Cardinal Point Capital Management first reported a position in EAOM in Q4 2022 and held it in 4 quarters. The position peaked at $288K in Q2 2023. 6 funds tracked by Wall St. Rank hold EAOM as of Q4 2023.

Cardinal Point Capital Management reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
Cardinal Point Capital Management sold 11,530 iShares ESG Aware Moderate Allocation ETF shares in Q4 2023, an estimated $283K.
Cardinal Point Capital Management first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2022 and held it in 4 quarters.
Cardinal Point Capital Management's iShares ESG Aware Moderate Allocation ETF position peaked at $288K in Q2 2023.
6 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q4 2023.

Based on Cardinal Point Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.