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Name: |
Cardinal Point Capital Management ULC |
City: |
TORONTO |
State: |
Z4 |
Zip: |
M8X 1Y9 |
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Holdings
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9 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
USFR |
Wisdomtree Bloomberg Floati... |
2 |
- |
$50.48 |
$71,370,000 |
1,419,168 |
13.58% |
-2,296,000 |
-47,112 |
0.27 |
N/A |
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
23 |
- |
$0.00 |
$1,454,000 |
59,413 |
0.28% |
-32,000 |
-1,310 |
0.155 |
N/A |
|
IAPR |
Innovator Msci Eafe Power B... |
31 |
- |
$0.00 |
$781,000 |
28,750 |
0.15% |
-333,000 |
-14,540 |
0.319 |
N/A |
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EAGG |
Ishares Esg Us Aggregate Bo... |
32 |
- |
$46.44 |
$698,000 |
14,835 |
0.13% |
-33,000 |
-480 |
0.006 |
N/A |
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ECL |
Ecolab Inc |
40 |
- |
$234.69 |
$570,000 |
2,463 |
0.11% |
-39,000 |
-600 |
0.001 |
Cleaning Products |
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BGRN |
Ishares Global Green Bond Etf |
48 |
- |
$0.00 |
$469,000 |
9,994 |
0.09% |
-22,000 |
-400 |
0.042 |
N/A |
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WDTI |
Wisdomtree Managed Futures ... |
54 |
- |
$37.02 |
$391,000 |
10,430 |
0.07% |
-4,593,000 |
-131,677 |
0.201 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
68 |
- |
$0.00 |
$228,000 |
3,078 |
0.04% |
7,000 |
-68 |
0 |
N/A |
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REET |
Ishares Global Reit |
69 |
- |
$23.42 |
$226,000 |
9,525 |
0.04% |
-242,000 |
-9,830 |
0.01 |
N/A |
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