- New Purchases: MGK, LQD, EFG, IGSB, ESGE, VLUE, IJR, IHI, IYG, QUAL, ACWI, AIT, DELL, TMO, AMZN, CSCO, ABT,
- Added Positions: SCHA, ICF, SHYG, AGG, IXN, ACWV, AAPL, BRK.B, RC,
- Reduced Positions: USMV, IVV, SCHD, IEFA, IEMG, XMLV, SCHX, TLT, RSP, NEAR, SCHM, SCHF, VYM, SPY, IWB, BND, IWF, IWM, SCHG, IWD, HD, DVY, IJH, SCHB, SPYV,
- Sold Out: IGIB, MBB, RWO, ITOT, CWI, SPLV,
For the details of Sharkey, Howes & Javer's stock buys and sells, go to https://www.gurufocus.com/guru/sharkey%2C+howes+%26+javer/current-portfolio/portfolio
These are the top 5 holdings of Sharkey, Howes & Javer- iShares Core S&P 500 (IVV) - 62,963 shares, 11.02% of the total portfolio. Shares reduced by 27.87%
- Vanguard Mega Cap Growth (MGK) - 110,499 shares, 10.21% of the total portfolio. New Position
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 106,368 shares, 8.08% of the total portfolio. New Position
- iShares Edge MSCI Min Vol USA (USMV) - 206,196 shares, 7.06% of the total portfolio. Shares reduced by 66.96%
- iShares Core U.S. Aggregate Bond (AGG) - 76,787 shares, 5.13% of the total portfolio. Shares added by 8.58%
Sharkey, Howes & Javer initiated holding in Vanguard Mega Cap Growth. The purchase prices were between $121.38 and $165.27, with an estimated average price of $148.71. The stock is now traded at around $174.92. The impact to a portfolio due to this purchase was 10.21%. The holding were 110,499 shares as of .
New Purchase: iShares iBoxx $ Investment Grade Corporate Bond (LQD)Sharkey, Howes & Javer initiated holding in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $138.33. The impact to a portfolio due to this purchase was 8.08%. The holding were 106,368 shares as of .
New Purchase: iShares MSCI EAFE Growth (EFG)Sharkey, Howes & Javer initiated holding in iShares MSCI EAFE Growth. The purchase prices were between $67.85 and $84.53, with an estimated average price of $77.6. The stock is now traded at around $88.21. The impact to a portfolio due to this purchase was 4.77%. The holding were 101,609 shares as of .
New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)Sharkey, Howes & Javer initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $51.65 and $54.62, with an estimated average price of $53.63. The stock is now traded at around $54.93. The impact to a portfolio due to this purchase was 3.82%. The holding were 123,655 shares as of .
New Purchase: iShares MSCI EM ESG Select ETF (ESGE)Sharkey, Howes & Javer initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $35.16. The impact to a portfolio due to this purchase was 3.17%. The holding were 174,835 shares as of .
New Purchase: iShares Edge MSCI USA Value Factor (VLUE)Sharkey, Howes & Javer initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $59.26 and $80.55, with an estimated average price of $69.57. The stock is now traded at around $75.42. The impact to a portfolio due to this purchase was 2.38%. The holding were 58,214 shares as of .
Added: Schwab U.S. Small-Cap (SCHA)Sharkey, Howes & Javer added to a holding in Schwab U.S. Small-Cap by 308.90%. The purchase prices were between $47.17 and $70.43, with an estimated average price of $59.73. The stock is now traded at around $68.03. The impact to a portfolio due to this purchase was 1.71%. The holding were 61,400 shares as of .
Added: iShares Cohen & Steers REIT (ICF)Sharkey, Howes & Javer added to a holding in iShares Cohen & Steers REIT by 376.75%. The purchase prices were between $85.11 and $110.12, with an estimated average price of $97.91. The stock is now traded at around $101.56. The impact to a portfolio due to this purchase was 1.36%. The holding were 30,226 shares as of .
Added: iShares 0-5 Year High Yield Corporate Bond (SHYG)Sharkey, Howes & Javer added to a holding in iShares 0-5 Year High Yield Corporate Bond by 21.88%. The purchase prices were between $39.39 and $43.83, with an estimated average price of $42.24. The stock is now traded at around $44.05. The impact to a portfolio due to this purchase was 0.43%. The holding were 98,144 shares as of .
Added: iShares Edge MSCI Min Vol Global (ACWV)Sharkey, Howes & Javer added to a holding in iShares Edge MSCI Min Vol Global by 27.20%. The purchase prices were between $77.12 and $90.62, with an estimated average price of $85.73. The stock is now traded at around $91.37. The impact to a portfolio due to this purchase was 0.23%. The holding were 22,091 shares as of .
Sold Out: iShares Intermediate Credit Bond ETF (IGIB)Sharkey, Howes & Javer sold out a holding in iShares Intermediate Credit Bond ETF. The sale prices were between $53.96 and $60.25, with an estimated average price of $57.93.
Sold Out: iShares MBS ETF (MBB)Sharkey, Howes & Javer sold out a holding in iShares MBS ETF. The sale prices were between $109.82 and $111.24, with an estimated average price of $110.72.
Sold Out: SPDR DJ Wilshire Global Real Estate (RWO)Sharkey, Howes & Javer sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $32.9 and $43.96, with an estimated average price of $38.17.
Sold Out: iShares Core S&P Total U.S. Stock Market (ITOT)Sharkey, Howes & Javer sold out a holding in iShares Core S&P Total U.S. Stock Market. The sale prices were between $54.27 and $72.51, with an estimated average price of $65.03.
Sold Out: SPDR MSCI ACWI ex-US (CWI)Sharkey, Howes & Javer sold out a holding in SPDR MSCI ACWI ex-US. The sale prices were between $18.66 and $23.48, with an estimated average price of $21.19.
Sold Out: Invesco S&P 500 Low Volatility (SPLV)Sharkey, Howes & Javer sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $44.63 and $51.65, with an estimated average price of $49.13.
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