- New Purchases: ESGU, GOVT, SUSC, VB, PWR, KMB, XEL,
- Added Positions: IVV, MGK, LQD, SCHA, EFG, IGSB, IHI, ICF, IXN, SHYG, ESGE, IEFA, IJR, VLUE, AGG, MSFT, IYG, ACWV, TMO, TLT, ACWI, IWB, WFC, NEAR, QQQ,
- Reduced Positions: USMV, SCHD, XMLV, SCHF, SCHM, IWD, RSP, SPY, DVY, IWF, SCHB, IWM, JNJ, BRK.B, AIT, AAPL, AMZN, HD,
- Sold Out: IEMG, VYM, XOM, CSCO,
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 MSCI USA ESG Optimized ETF (ESGU) - 491,313 shares, 14.72% of the total portfolio. New Position
- ISHARES TRUST (IVV) - 70,914 shares, 9.37% of the total portfolio. Shares added by 12.63%
- VANGUARD WORLD FD (MGK) - 123,608 shares, 9.01% of the total portfolio. Shares added by 11.86%
- ISHARES TRUST (LQD) - 123,532 shares, 6.54% of the total portfolio. Shares added by 16.14%
- ISHARES TRUST (GOVT) - 537,073 shares, 5.90% of the total portfolio. New Position
Sharkey, Howes & Javer initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $70.41 and $81.56, with an estimated average price of $75.29. The stock is now traded at around $78.73. The impact to a portfolio due to this purchase was 14.72%. The holding were 491,313 shares as of .
New Purchase: ISHARES TRUST (GOVT)Sharkey, Howes & Javer initiated holding in ISHARES TRUST. The purchase prices were between $27.79 and $28.25, with an estimated average price of $27.99. The stock is now traded at around $27.70. The impact to a portfolio due to this purchase was 5.9%. The holding were 537,073 shares as of .
New Purchase: iShares ESG USD Corporate Bond ETF (SUSC)Sharkey, Howes & Javer initiated holding in iShares ESG USD Corporate Bond ETF. The purchase prices were between $27.66 and $28.46, with an estimated average price of $27.97. The stock is now traded at around $27.71. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,063 shares as of .
New Purchase: VANGUARD INDEX FDS (VB)Sharkey, Howes & Javer initiated holding in VANGUARD INDEX FDS. The purchase prices were between $143.34 and $162.04, with an estimated average price of $153.52. The stock is now traded at around $164.02. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,443 shares as of .
New Purchase: Quanta Services Inc (PWR)Sharkey, Howes & Javer initiated holding in Quanta Services Inc. The purchase prices were between $36.16 and $53.34, with an estimated average price of $46.49. The stock is now traded at around $62.00. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,900 shares as of .
New Purchase: Kimberly-Clark Corp (KMB)Sharkey, Howes & Javer initiated holding in Kimberly-Clark Corp. The purchase prices were between $141.89 and $158.84, with an estimated average price of $150.09. The stock is now traded at around $148.66. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,603 shares as of .
Added: SCHWAB STRATEGIC T (SCHA)Sharkey, Howes & Javer added to a holding in SCHWAB STRATEGIC T by 49.18%. The purchase prices were between $64.18 and $72.76, with an estimated average price of $68.82. The stock is now traded at around $73.17. The impact to a portfolio due to this purchase was 0.81%. The holding were 91,599 shares as of .
Added: ISHARES TRUST (IHI)Sharkey, Howes & Javer added to a holding in ISHARES TRUST by 25.43%. The purchase prices were between $265.46 and $309.31, with an estimated average price of $290.37. The stock is now traded at around $310.72. The impact to a portfolio due to this purchase was 0.41%. The holding were 17,088 shares as of .
Added: ISHARES TRUST (ICF)Sharkey, Howes & Javer added to a holding in ISHARES TRUST by 32.52%. The purchase prices were between $98.27 and $107.23, with an estimated average price of $102.9. The stock is now traded at around $103.34. The impact to a portfolio due to this purchase was 0.4%. The holding were 40,056 shares as of .
Added: Microsoft Corp (MSFT)Sharkey, Howes & Javer added to a holding in Microsoft Corp by 25.14%. The purchase prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $216.87. The impact to a portfolio due to this purchase was 0.16%. The holding were 9,464 shares as of .
Added: Thermo Fisher Scientific Inc (TMO)Sharkey, Howes & Javer added to a holding in Thermo Fisher Scientific Inc by 106.58%. The purchase prices were between $359.77 and $441.52, with an estimated average price of $412.38. The stock is now traded at around $474.04. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,287 shares as of .
Added: Wells Fargo & Co (WFC)Sharkey, Howes & Javer added to a holding in Wells Fargo & Co by 22.10%. The purchase prices were between $22.83 and $26.35, with an estimated average price of $24.66. The stock is now traded at around $22.86. The impact to a portfolio due to this purchase was 0.02%. The holding were 13,904 shares as of .
Sold Out: ISHARES INC (IEMG)Sharkey, Howes & Javer sold out a holding in ISHARES INC. The sale prices were between $48.22 and $54.44, with an estimated average price of $52.43.
Sold Out: VANGUARD WHITEHALL (VYM)Sharkey, Howes & Javer sold out a holding in VANGUARD WHITEHALL. The sale prices were between $77.57 and $85.18, with an estimated average price of $81.89.
Sold Out: Exxon Mobil Corp (XOM)Sharkey, Howes & Javer sold out a holding in Exxon Mobil Corp. The sale prices were between $34.28 and $44.97, with an estimated average price of $40.9.
Sold Out: Cisco Systems Inc (CSCO)Sharkey, Howes & Javer sold out a holding in Cisco Systems Inc. The sale prices were between $37.85 and $48.1, with an estimated average price of $43.58.
Here is the complete portfolio of Sharkey, Howes & Javer. Also check out:
1. Sharkey, Howes & Javer's Undervalued Stocks
2. Sharkey, Howes & Javer's Top Growth Companies, and
3. Sharkey, Howes & Javer's High Yield stocks
4. Stocks that Sharkey, Howes & Javer keeps buying