Cardinal Point Wealth Management Partners’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$925K	Hold	31,340	–	–	0.28%	30
2022 Q4	$870K	Buy	+31,340	New	+$863K	0.3%	29

Other funds holding EAOA

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q1 2023 at 31,340 shares worth $925K. The position accounts for 0.28% of the portfolio, ranked #30.

Cardinal Point Wealth Management Partners first reported a position in EAOA in Q4 2022 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold EAOA as of Q1 2023.

Cardinal Point Wealth Management Partners held 31,340 shares of iShares ESG Aware Aggressive Allocation ETF worth $925K as of Q1 2023.
Cardinal Point Wealth Management Partners left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q1 2023.
iShares ESG Aware Aggressive Allocation ETF made up 0.28% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #30 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2022 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2023.

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