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Cardinal Point Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cardinal Point Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,840
Closed -$624K – 44
2021
Q2 		$624K Buy
13,840
+3,250
+31% +$145K 0.28% 24
2021
Q1 		$461K Hold
10,590
– – 0.23% 25
2020
Q4 		$456K Buy
+10,590
New +$446K 0.23% 23

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cardinal Point Wealth Management's AOM Position: Q3 2021 in Review

Cardinal Point Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 13,840 shares — an estimated $624K sold.

Cardinal Point Wealth Management first reported a position in AOM in Q4 2020 and held it in 3 quarters. The position peaked at $624K in Q2 2021. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Cardinal Point Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Cardinal Point Wealth Management sold 13,840 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $624K.
  • Cardinal Point Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 3 quarters.
  • Cardinal Point Wealth Management's iShares Core Moderate Allocation ETF position peaked at $624K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.