Cardinal Point Wealth Management Partners’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$754K	Buy	27,545 +255	+0.9%	+$6.87K	0.23%	40
2022 Q4	$707K	Buy	27,290 +12,485	+84%	+$322K	0.24%	34
2022 Q3	$368K	Sell	14,805 -65	-0.4%	-$1.74K	0.18%	35
2022 Q2	$392K	Buy	14,870 +2,600	+21%	+$72K	0.19%	37
2022 Q1	$366K	Sell	12,270 -420	-3%	-$12.6K	0.16%	35
2021 Q4	$403K	Buy	+12,690	New	+$400K	0.17%	35

Other funds holding EAOR

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

MWM

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

FDCDDQ

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

Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 0.93% in Q1 2023, buying an estimated $6.87K and bringing the position to 27,545 shares worth $754K. The position accounts for 0.23% of the portfolio, ranked #40.

Cardinal Point Wealth Management Partners first reported a position in EAOR in Q4 2021 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold EAOR as of Q1 2023.

Cardinal Point Wealth Management Partners held 27,545 shares of iShares ESG Aware Growth Allocation ETF worth $754K as of Q1 2023.
Cardinal Point Wealth Management Partners bought 255 iShares ESG Aware Growth Allocation ETF shares in Q1 2023, an estimated $6.87K.
iShares ESG Aware Growth Allocation ETF made up 0.23% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #40 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2021 and has held it in 6 quarters since.
13 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2023.

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