Cardinal Point Wealth Management Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$723K	Buy	14,471 +2,974	+26%	+$149K	0.22%	43
2022 Q4	$575K	Buy	11,497 +6	+0.1%	+$295	0.2%	41
2022 Q3	$518K	Buy	11,491 +7	+0.1%	+$345	0.25%	30
2022 Q2	$547K	Buy	+11,484	New	+$579K	0.26%	33

Other funds holding DGRO

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q1 2023, buying an estimated $149K and bringing the position to 14,471 shares worth $723K. The position accounts for 0.22% of the portfolio, ranked #43.

Cardinal Point Wealth Management Partners first reported a position in DGRO in Q2 2022 and has held it in 4 quarters since. 855 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Cardinal Point Wealth Management Partners held 14,471 shares of iShares Core Dividend Growth ETF worth $723K as of Q1 2023.
Cardinal Point Wealth Management Partners bought 2,974 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $149K.
iShares Core Dividend Growth ETF made up 0.22% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #43 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 4 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

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