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Ishares Tr usa min vo shares owned by Cardinal Point Wealth Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Cardinal Point Wealth Management from 13F filings

Historical chart of Cardinal Point Wealth Management investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Cardinal Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Cardinal Point Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $14M 195k 73.50
2021-06-30 $14M 196k 73.61
2021-03-31 $13M 190k 69.19
2020-12-31 $23M 336k 67.88

More positions owned by Cardinal Point Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Gold Tr Ishares New (IAU)
Ark Etf Tr Innovation Etf (ARKK)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Firstservice Corp (FSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Cardinal Point Wealth Management

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo