Hapanowicz & Associates Financial Services, Inc Buys First Trust Low Duration Mortgage Opportunities ET, iShares MSCI ACWI Ex US Index Fund, Sells Vanguard Russell 1000 Growth Index Fund, Global X MSCI Greece

Jul 31, 2020

Investment company Hapanowicz & Associates Financial Services, Inc (Current Portfolio) buys First Trust Low Duration Mortgage Opportunities ET, iShares MSCI ACWI Ex US Index Fund, sells Vanguard Russell 1000 Growth Index Fund, Global X MSCI Greece during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Hapanowicz & Associates Financial Services, Inc. As of 2020Q2, Hapanowicz & Associates Financial Services, Inc owns 18 stocks with a total value of $159 million. These are the details of the buys and sells.

New Purchases: LMBS,
Added Positions: ACWX, IWS, FDN, IWR,
Reduced Positions: VONG, VONV, FYX, EFV, BSV, VONE, EEM, RRC,
Sold Out: GREK,

For the details of Hapanowicz & Associates Financial Services, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/hapanowicz+%26+associates+financial+services%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Hapanowicz & Associates Financial Services, Inc

Vanguard Short-Term Bond (BSV) - 718,137 shares, 37.56% of the total portfolio. Shares reduced by 1.16%
Vanguard Russell 1000 Growth Index Fund (VONG) - 102,235 shares, 12.69% of the total portfolio. Shares reduced by 20.62%
Vanguard Russell 1000 Value Index Fund (VONV) - 190,607 shares, 11.86% of the total portfolio. Shares reduced by 12.39%
First Trust Small Cap Core AlphaDEX Fund (FYX) - 220,709 shares, 7.54% of the total portfolio. Shares reduced by 11.55%
iShares MSCI EAFE Value (EFV) - 287,092 shares, 7.22% of the total portfolio. Shares reduced by 9.72%

New Purchase: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Hapanowicz & Associates Financial Services, Inc initiated holding in First Trust Low Duration Mortgage Opportunities ET. The purchase prices were between $51 and $51.83, with an estimated average price of $51.62. The stock is now traded at around $51.77. The impact to a portfolio due to this purchase was 6.91%. The holding were 212,417 shares as of .

Added: iShares MSCI ACWI Ex US Index Fund (ACWX)

Hapanowicz & Associates Financial Services, Inc added to a holding in iShares MSCI ACWI Ex US Index Fund by 102.53%. The purchase prices were between $35.85 and $45.47, with an estimated average price of $40.79. The stock is now traded at around $45.74. The impact to a portfolio due to this purchase was 1.24%. The holding were 89,998 shares as of .

Sold Out: Global X MSCI Greece (GREK)

Hapanowicz & Associates Financial Services, Inc sold out a holding in Global X MSCI Greece. The sale prices were between $15.55 and $21.1, with an estimated average price of $18.57.

Here is the complete portfolio of Hapanowicz & Associates Financial Services, Inc. Also check out:

1. Hapanowicz & Associates Financial Services, Inc's Undervalued Stocks
2. Hapanowicz & Associates Financial Services, Inc's Top Growth Companies, and
3. Hapanowicz & Associates Financial Services, Inc's High Yield stocks
4. Stocks that Hapanowicz & Associates Financial Services, Inc keeps buying

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