Cardinal Point Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cardinal Point Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$525K	Hold	9,457	–	–	0.25%	23
2021 Q2	$530K	Buy	9,457 +2,225	+31%	+$123K	0.24%	25
2021 Q1	$387K	Hold	7,232	–	–	0.2%	27
2020 Q4	$378K	Buy	+7,232	New	+$364K	0.19%	26

Other funds holding AOR

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Cardinal Point Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2021 at 9,457 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #23.

Cardinal Point Wealth Management first reported a position in AOR in Q4 2020 and has held it in 4 quarters since. The position peaked at $530K in Q2 2021. 263 funds tracked by Wall St. Rank hold AOR as of Q3 2021.

Cardinal Point Wealth Management held 9,457 shares of iShares Core 60/40 Balanced Allocation ETF worth $525K as of Q3 2021.
Cardinal Point Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2021.
iShares Core 60/40 Balanced Allocation ETF made up 0.25% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #23 holding.
Cardinal Point Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 4 quarters since.
Cardinal Point Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $530K in Q2 2021.
263 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2021.

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