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

Cardinal Point Wealth Management Partners’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 Q1	$284K	Hold	11,200	–	–	0.09%	66
2022 Q4	$271K	Hold	11,200	–	–	0.09%	59
2022 Q3	$263K	Sell	11,200 -125	-1%	-$3.13K	0.13%	42
2022 Q2	$282K	Hold	11,325	–	–	0.14%	41
2022 Q1	$310K	Hold	11,325	–	–	0.14%	39
2021 Q4	$330K	Buy	+11,325	New	+$329K	0.14%	38

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

CPCM

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

FDCDDQ

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

MWM

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners held its iShares ESG Aware Moderate Allocation ETF (EAOM) position steady in Q1 2023 at 11,200 shares worth $284K. The position accounts for 0.09% of the portfolio, ranked #66.

Cardinal Point Wealth Management Partners first reported a position in EAOM in Q4 2021 and has held it in 6 quarters since. The position peaked at $330K in Q4 2021. 7 funds tracked by Wall St. Rank hold EAOM as of Q1 2023.

Cardinal Point Wealth Management Partners held 11,200 shares of iShares ESG Aware Moderate Allocation ETF worth $284K as of Q1 2023.
Cardinal Point Wealth Management Partners left its iShares ESG Aware Moderate Allocation ETF share count unchanged in Q1 2023.
iShares ESG Aware Moderate Allocation ETF made up 0.09% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #66 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's iShares ESG Aware Moderate Allocation ETF position peaked at $330K in Q4 2021.
7 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2023.

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