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Moller Financial Services Buys FlexShares Global Upstream Natural Resources Index, Schwab Fundamental U.S. Small Company Index, Schwab Fundamental International Large Company Ind, Sells SPDR S&P Global Natural Resources, Vanguard Total Bond Market ETF, iS

Northfield, IL, based Investment company Moller Financial Services (Current Portfolio) buys FlexShares Global Upstream Natural Resources Index, Schwab Fundamental U.S. Small Company Index, Schwab Fundamental International Large Company Ind, Vanguard Global ex-U.S. Real Estate ETF, Schwab Fundamental U.S. Large Company Index, sells SPDR S&P Global Natural Resources, Vanguard Total Bond Market ETF, iShares North American Natural Resources, iShares MSCI Emerging Index Fund, Phillips 66 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Moller Financial Services. As of 2020Q1, Moller Financial Services owns 43 stocks with a total value of $190 million. These are the details of the buys and sells.

For the details of MOLLER FINANCIAL SERVICES's stock buys and sells, go to https://www.gurufocus.com/guru/moller+financial+services/current-portfolio/portfolio

These are the top 5 holdings of MOLLER FINANCIAL SERVICES
  1. FlexShares Global Upstream Natural Resources Index (GUNR) - 1,033,861 shares, 12.27% of the total portfolio. Shares added by 67.53%
  2. Vanguard Real Estate (VNQ) - 232,811 shares, 8.56% of the total portfolio. Shares added by 0.29%
  3. Vanguard Small-Cap (VB) - 136,261 shares, 8.28% of the total portfolio. Shares added by 14.40%
  4. Vanguard Large-Cap (VV) - 125,590 shares, 7.83% of the total portfolio. Shares added by 4.38%
  5. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 267,852 shares, 6.87% of the total portfolio. Shares reduced by 15.78%
New Purchase: Schwab Fundamental International Large Company Ind (FNDF)

Moller Financial Services initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.30. The impact to a portfolio due to this purchase was 2.62%. The holding were 236,265 shares as of .

New Purchase: Vanguard Global ex-U.S. Real Estate ETF (VNQI)

Moller Financial Services initiated holding in Vanguard Global ex-U.S. Real Estate ETF. The purchase prices were between $36.77 and $59.64, with an estimated average price of $54.35. The stock is now traded at around $43.59. The impact to a portfolio due to this purchase was 1.49%. The holding were 65,979 shares as of .

New Purchase: iShares National Muni Bond (MUB)

Moller Financial Services initiated holding in iShares National Muni Bond. The purchase prices were between $101.52 and $117.61, with an estimated average price of $114.37. The stock is now traded at around $113.12. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,100 shares as of .

Added: FlexShares Global Upstream Natural Resources Index (GUNR)

Moller Financial Services added to a holding in FlexShares Global Upstream Natural Resources Index by 67.53%. The purchase prices were between $18.94 and $33.24, with an estimated average price of $28.6. The stock is now traded at around $24.38. The impact to a portfolio due to this purchase was 4.95%. The holding were 1,033,861 shares as of .

Added: Schwab Fundamental U.S. Small Company Index (FNDA)

Moller Financial Services added to a holding in Schwab Fundamental U.S. Small Company Index by 110.55%. The purchase prices were between $22.56 and $40.75, with an estimated average price of $35.87. The stock is now traded at around $26.98. The impact to a portfolio due to this purchase was 2.9%. The holding were 405,520 shares as of .

Added: Schwab Fundamental U.S. Large Company Index (FNDX)

Moller Financial Services added to a holding in Schwab Fundamental U.S. Large Company Index by 25.87%. The purchase prices were between $27.15 and $43.59, with an estimated average price of $39.45. The stock is now traded at around $33.90. The impact to a portfolio due to this purchase was 0.8%. The holding were 235,639 shares as of .

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Moller Financial Services added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 78.96%. The purchase prices were between $69.08 and $107.63, with an estimated average price of $97.42. The stock is now traded at around $88.08. The impact to a portfolio due to this purchase was 0.69%. The holding were 36,926 shares as of .

Added: Vanguard FTSEEuropean (VGK)

Moller Financial Services added to a holding in Vanguard FTSEEuropean by 38.26%. The purchase prices were between $37.1 and $59.09, with an estimated average price of $53.48. The stock is now traded at around $44.79. The impact to a portfolio due to this purchase was 0.33%. The holding were 53,257 shares as of .

Added: Vanguard FTSE Pacific (VPL)

Moller Financial Services added to a holding in Vanguard FTSE Pacific by 34.27%. The purchase prices were between $48.55 and $70.86, with an estimated average price of $64.37. The stock is now traded at around $56.88. The impact to a portfolio due to this purchase was 0.3%. The holding were 40,300 shares as of .

Sold Out: iShares MSCI Emerging Index Fund (EEM)

Moller Financial Services sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.

Sold Out: Phillips 66 (PSX)

Moller Financial Services sold out a holding in Phillips 66. The sale prices were between $42.09 and $112.2, with an estimated average price of $82.3.

Sold Out: ConocoPhillips (COP)

Moller Financial Services sold out a holding in ConocoPhillips. The sale prices were between $22.67 and $66.48, with an estimated average price of $51.43.

Sold Out: DuPont de Nemours Inc (DD)

Moller Financial Services sold out a holding in DuPont de Nemours Inc. The sale prices were between $28.46 and $64.2, with an estimated average price of $49.25.

Sold Out: Dow Inc (DOW)

Moller Financial Services sold out a holding in Dow Inc. The sale prices were between $22 and $54.73, with an estimated average price of $42.95.



Here is the complete portfolio of MOLLER FINANCIAL SERVICES. Also check out:

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4. Stocks that MOLLER FINANCIAL SERVICES keeps buying

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