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iShares S&P Moderate Allocation Fund ETF shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF 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 S&P Moderate Allocation Fund ETF by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 4.5k 45.11
2024-06-30 $209k 4.9k 43.01
2024-03-31 $208k 4.9k 42.78
2023-12-31 $202k 4.9k 41.51

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)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Multisector Bd (PYLD)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Liberty Energy Com Cl A (LBRT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Apple (AAPL)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding iShares S&P Moderate Allocation Fund ETF

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Royal Bank of Canada
Weitzel Financial Services
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Focus Financial Network
Weaver Consulting Group
Cambridge Investment Research Advisors

View all funds holding iShares S&P Moderate Allocation Fund ETF