RHS Financial, LLC Buys iShares MSCI EAFE Min Vol Factor, ISHARES TRUST, SCHWAB STRATEGIC T, Sells Blackrock Core Bond Trust, iShares U.S. Credit Bond ETF, SCHWAB STRATEGIC T

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Aug 19, 2020
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Investment company RHS Financial, LLC (Current Portfolio) buys iShares MSCI EAFE Min Vol Factor, ISHARES TRUST, SCHWAB STRATEGIC T, UNITED STS COMMODI, iShares MSCI EAFE ESG Select ETF, sells Blackrock Core Bond Trust, iShares U.S. Credit Bond ETF, SCHWAB STRATEGIC T, ISHARES INC, PIMCO ETF TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, RHS Financial, LLC. As of 2020Q2, RHS Financial, LLC owns 48 stocks with a total value of $62 million. These are the details of the buys and sells.

For the details of RHS Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rhs+financial%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of RHS Financial, LLC
  1. Vanguard Long-Term Government Bond ETF (VGLT) - 49,076 shares, 7.96% of the total portfolio. Shares added by 12.30%
  2. iShares MSCI USA Min Vol Factor (USMV) - 74,566 shares, 7.33% of the total portfolio. Shares reduced by 16.07%
  3. iShares MSCI EAFE Min Vol Factor (EFAV) - 63,369 shares, 6.79% of the total portfolio. New Position
  4. SCHWAB STRATEGIC T (SCHR) - 68,374 shares, 6.52% of the total portfolio. Shares added by 62.08%
  5. iShares MSCI Emerging Markets Min Vol Factor (EEMV) - 61,786 shares, 5.21% of the total portfolio. Shares added by 14.11%
New Purchase: iShares MSCI EAFE Min Vol Factor (EFAV)

RHS Financial, LLC initiated holding in iShares MSCI EAFE Min Vol Factor. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $69.01. The impact to a portfolio due to this purchase was 6.79%. The holding were 63,369 shares as of .

New Purchase: UNITED STS COMMODI (USCI)

RHS Financial, LLC initiated holding in UNITED STS COMMODI. The purchase prices were between $25.06 and $27.18, with an estimated average price of $26.18. The stock is now traded at around $29.80. The impact to a portfolio due to this purchase was 2.41%. The holding were 55,864 shares as of .

New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)

RHS Financial, LLC initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $50.54 and $64.22, with an estimated average price of $57.3. The stock is now traded at around $64.82. The impact to a portfolio due to this purchase was 2.16%. The holding were 22,016 shares as of .

New Purchase: iShares MSCI Intl Small-Cap Multifactor (ISCF)

RHS Financial, LLC initiated holding in iShares MSCI Intl Small-Cap Multifactor. The purchase prices were between $21.4 and $28.34, with an estimated average price of $25.48. The stock is now traded at around $29.70. The impact to a portfolio due to this purchase was 1.87%. The holding were 42,183 shares as of .

New Purchase: iShares MSCI USA ESG Optimized ETF (ESGU)

RHS Financial, LLC initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $55.08 and $72.67, with an estimated average price of $65.67. The stock is now traded at around $76.72. The impact to a portfolio due to this purchase was 0.61%. The holding were 5,342 shares as of .

New Purchase: ISHARES TRUST (IWP)

RHS Financial, LLC initiated holding in ISHARES TRUST. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $171.60. The impact to a portfolio due to this purchase was 0.41%. The holding were 1,612 shares as of .

Added: ISHARES TRUST (SHYG)

RHS Financial, LLC added to a holding in ISHARES TRUST by 1015.84%. 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 $44.09. The impact to a portfolio due to this purchase was 3.76%. The holding were 59,452 shares as of .

Added: SCHWAB STRATEGIC T (SCHR)

RHS Financial, LLC added to a holding in SCHWAB STRATEGIC T by 62.08%. The purchase prices were between $58.18 and $58.86, with an estimated average price of $58.66. The stock is now traded at around $58.66. The impact to a portfolio due to this purchase was 2.5%. The holding were 68,374 shares as of .

Added: ISHARES INC (LEMB)

RHS Financial, LLC added to a holding in ISHARES INC by 75.22%. The purchase prices were between $36.01 and $41.78, with an estimated average price of $39.12. The stock is now traded at around $41.95. The impact to a portfolio due to this purchase was 2.09%. The holding were 73,728 shares as of .

Added: SCHWAB STRATEGIC T (SCHP)

RHS Financial, LLC added to a holding in SCHWAB STRATEGIC T by 58.61%. The purchase prices were between $57.51 and $60.12, with an estimated average price of $59.22. The stock is now traded at around $61.32. The impact to a portfolio due to this purchase was 1.32%. The holding were 36,755 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

RHS Financial, LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 40.28%. The purchase prices were between $51.56 and $54.53, with an estimated average price of $53.55. The stock is now traded at around $54.97. The impact to a portfolio due to this purchase was 0.43%. The holding were 16,914 shares as of .

Added: iShares MSCI EM ESG Select ETF (ESGE)

RHS Financial, LLC added to a holding in iShares MSCI EM ESG Select ETF by 32.74%. 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 $35.69. The impact to a portfolio due to this purchase was 0.4%. The holding were 31,005 shares as of .

Sold Out: PIMCO ETF TRUST (CORP)

RHS Financial, LLC sold out a holding in PIMCO ETF TRUST. The sale prices were between $102.68 and $113.74, with an estimated average price of $109.91.

Sold Out: DBX ETF TRUST (HYLB)

RHS Financial, LLC sold out a holding in DBX ETF TRUST. The sale prices were between $42.03 and $48.36, with an estimated average price of $46.01.

Sold Out: VANGUARD INTL EQUI (VT)

RHS Financial, LLC sold out a holding in VANGUARD INTL EQUI. The sale prices were between $60.03 and $78.43, with an estimated average price of $70.29.

Sold Out: GLDMN SACHS ETF TR (GBIL)

RHS Financial, LLC sold out a holding in GLDMN SACHS ETF TR. The sale prices were between $100.48 and $100.77, with an estimated average price of $100.56.

Sold Out: Pennant Park Investment Corp (PNNT)

RHS Financial, LLC sold out a holding in Pennant Park Investment Corp. The sale prices were between $2.32 and $4.19, with an estimated average price of $3.22.



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