Cardinal Point Wealth Management Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.05M	Hold	21,026	–	–	0.32%	26
2022 Q4	$992K	Buy	21,026 +3,770	+22%	+$177K	0.34%	25
2022 Q3	$779K	Sell	17,256 -526	-3%	-$25.5K	0.37%	24
2022 Q2	$854K	Buy	17,782 +4,175	+31%	+$210K	0.41%	23
2022 Q1	$734K	Buy	13,607 +225	+2%	+$12.3K	0.33%	27
2021 Q4	$764K	Buy	+13,382	New	+$759K	0.33%	25

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Cardinal Point Wealth Management Partners's AOR Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2023 at 21,026 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #26.

Cardinal Point Wealth Management Partners first reported a position in AOR in Q4 2021 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Cardinal Point Wealth Management Partners held 21,026 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.05M as of Q1 2023.
Cardinal Point Wealth Management Partners left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2023.
iShares Core 60/40 Balanced Allocation ETF made up 0.32% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #26 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 6 quarters since.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.