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Ishares Tr shares owned by Cardinal Point Capital Management, ULC

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

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

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All positions including Ishares Tr 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 by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 57k 30.39
2023-12-31 $1.2M 41k 29.06
2023-09-30 $692k 26k 26.89
2023-06-30 $775k 28k 28.12
2023-03-31 $754k 28k 27.37
2022-12-31 $707k 27k 25.92

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

Cardinal Point Capital Management, ULC
Citadel Advisors
Harbour Investments
Parallel Advisors
Gould Capital
AdvisorNet Financial
Mascoma Wealth Management

View all funds holding Ishares Tr