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Ishares Tr fund shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Ishares Tr fund

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All positions including Ishares Tr fund held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-03-31 $469k 10k 46.89
2023-12-31 $491k 10k 47.23
2023-09-30 $608k 14k 45.13
2023-06-30 $627k 14k 46.54
2023-03-31 $629k 13k 47.09
2022-12-31 $618k 13k 45.97

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr National Mun Etf (MUB)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Stewardship Advisors
Creative Planning
Hsbc Holdings
Bank of New York Mellon
UBS Group
Jane Street
Laurel Wealth Planning

View all funds holding Ishares Tr fund