Cardinal Point Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$226K	Buy	+4,100	New	+$228K	0.11%	36

Other funds holding EAGG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Cardinal Point Wealth Management opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2021: 4,100 shares worth $226K. The stake represents 0.11% of the portfolio and ranks #36 among its holdings.

196 funds tracked by Wall St. Rank hold EAGG as of Q3 2021.

Cardinal Point Wealth Management held 4,100 shares of iShares ESG Aware US Aggregate Bond ETF worth $226K as of Q3 2021.
iShares ESG Aware US Aggregate Bond ETF was a new Cardinal Point Wealth Management position in Q3 2021.
iShares ESG Aware US Aggregate Bond ETF made up 0.11% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #36 holding.
196 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2021.

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