Moneywise, Inc. Buys Exxon Mobil Corp, Thermo Fisher Scientific Inc, iShares S&P Mid-Cap 400 Growth ETF, Sells First Trust Enhanced Short Maturity ETF, iShares National Muni Bond ETF, SPDR DoubleLine Total Return Tactical ETF

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Jul 22, 2021
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Investment company Moneywise, Inc. (Current Portfolio) buys Exxon Mobil Corp, Thermo Fisher Scientific Inc, iShares S&P Mid-Cap 400 Growth ETF, iShares Russell Top 200 Value ETF, sells First Trust Enhanced Short Maturity ETF, iShares National Muni Bond ETF, SPDR DoubleLine Total Return Tactical ETF, iShares Core U.S. Aggregate Bond ETF, Invesco S&P SmallCap Low Volatility ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Moneywise, Inc.. As of 2021Q2, Moneywise, Inc. owns 47 stocks with a total value of $137 million. These are the details of the buys and sells.

For the details of MONEYWISE, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/moneywise%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of MONEYWISE, INC.
  1. Schwab U.S. Large-Cap ETF (SCHX) - 294,565 shares, 22.34% of the total portfolio. Shares reduced by 2.37%
  2. Schwab U.S. Small-Cap ETF (SCHA) - 183,169 shares, 13.92% of the total portfolio. Shares reduced by 11.74%
  3. Schwab U.S. Mid-Cap ETF (SCHM) - 235,231 shares, 13.43% of the total portfolio. Shares reduced by 7.3%
  4. iShares Core S&P 500 ETF (IVV) - 14,832 shares, 4.65% of the total portfolio. Shares reduced by 5.67%
  5. iShares Core S&P Small-Cap ETF (IJR) - 53,389 shares, 4.40% of the total portfolio. Shares reduced by 15.91%
New Purchase: Exxon Mobil Corp (XOM)

Moneywise, Inc. initiated holding in Exxon Mobil Corp. The purchase prices were between $55.27 and $64.66, with an estimated average price of $59.59. The stock is now traded at around $57.110000. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,300 shares as of 2021-06-30.

New Purchase: Thermo Fisher Scientific Inc (TMO)

Moneywise, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $441 and $508.24, with an estimated average price of $471.32. The stock is now traded at around $524.500000. The impact to a portfolio due to this purchase was 0.16%. The holding were 433 shares as of 2021-06-30.

New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Moneywise, Inc. initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $76.97 and $83.27, with an estimated average price of $80.17. The stock is now traded at around $80.170000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,535 shares as of 2021-06-30.

New Purchase: iShares Russell Top 200 Value ETF (IWX)

Moneywise, Inc. initiated holding in iShares Russell Top 200 Value ETF. The purchase prices were between $63.43 and $67.71, with an estimated average price of $66.04. The stock is now traded at around $66.390000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,102 shares as of 2021-06-30.

Sold Out: First Trust Enhanced Short Maturity ETF (FTSM)

Moneywise, Inc. sold out a holding in First Trust Enhanced Short Maturity ETF. The sale prices were between $59.9 and $59.95, with an estimated average price of $59.93.

Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)

Moneywise, Inc. sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.17 and $115.17, with an estimated average price of $114.24.

Sold Out: Airbnb Inc (ABNB)

Moneywise, Inc. sold out a holding in Airbnb Inc. The sale prices were between $132.5 and $190.03, with an estimated average price of $157.59.



Here is the complete portfolio of MONEYWISE, INC.. Also check out:

1. MONEYWISE, INC.'s Undervalued Stocks
2. MONEYWISE, INC.'s Top Growth Companies, and
3. MONEYWISE, INC.'s High Yield stocks
4. Stocks that MONEYWISE, INC. keeps buying
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