- New Purchases: USMV, IJR, IJH, IVW, IVE, IEMG, SPY, IWM, IJT, EFA, DSI, PFF, IJJ, ITOT, VT, HDV, RSP, VTI, IJK, VTV, EEM, FIW, XMLV, BBY, GOOGL, MELI,
- Added Positions: IAU, MMM,
- Reduced Positions: EEMV, AGG, MDY, AAXJ, IYE, BRK.B, QQQ, FLRN, HYG, DIA, HON, BSV, USB, BMY, HAL, WFC,
- Sold Out: GSG, IWB, BND, BSCJ, MDT, DHS, FEX, NEE, NAK,
For the details of Personal Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/personal+wealth+partners/current-portfolio/portfolio
These are the top 5 holdings of Personal Wealth Partners- iShares Edge MSCI Min Vol USA (USMV) - 838,599 shares, 27.94% of the total portfolio. New Position
- iShares Core U.S. Aggregate Bond (AGG) - 149,922 shares, 12.28% of the total portfolio. Shares reduced by 70.95%
- iShares Core S&P Small-Cap (IJR) - 197,497 shares, 8.21% of the total portfolio. New Position
- iShares Core S&P Mid-Cap (IJH) - 64,257 shares, 6.55% of the total portfolio. New Position
- iShares S&P 500 Growth (IVW) - 63,784 shares, 5.92% of the total portfolio. New Position
Personal Wealth Partners initiated holding in iShares Edge MSCI Min Vol USA. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $58.96. The impact to a portfolio due to this purchase was 27.94%. The holding were 838,599 shares as of .
New Purchase: iShares Core S&P Small-Cap (IJR)Personal Wealth Partners initiated holding in iShares Core S&P Small-Cap. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $79.41. The impact to a portfolio due to this purchase was 8.21%. The holding were 197,497 shares as of .
New Purchase: iShares Core S&P Mid-Cap (IJH)Personal Wealth Partners initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $195.52. The impact to a portfolio due to this purchase was 6.55%. The holding were 64,257 shares as of .
New Purchase: iShares S&P 500 Growth (IVW)Personal Wealth Partners initiated holding in iShares S&P 500 Growth. The purchase prices were between $146.51 and $173.32, with an estimated average price of $163.66. The stock is now traded at around $175.74. The impact to a portfolio due to this purchase was 5.92%. The holding were 63,784 shares as of .
New Purchase: iShares S&P 500 Value (IVE)Personal Wealth Partners initiated holding in iShares S&P 500 Value. The purchase prices were between $99.16 and $114.4, with an estimated average price of $109.69. The stock is now traded at around $116.39. The impact to a portfolio due to this purchase was 5.15%. The holding were 84,746 shares as of .
New Purchase: iShares Core MSCI Emerging Markets (IEMG)Personal Wealth Partners initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $53.73. The impact to a portfolio due to this purchase was 4.12%. The holding were 141,553 shares as of .
Added: ishares Gold Trust (IAU)Personal Wealth Partners added to a holding in ishares Gold Trust by 43.17%. The purchase prices were between $12.26 and $12.84, with an estimated average price of $12.49. The stock is now traded at around $12.21. The impact to a portfolio due to this purchase was 0.19%. The holding were 93,214 shares as of .
Sold Out: iShares GSCI Commodity-Indexed Trust Fund (GSG)Personal Wealth Partners sold out a holding in iShares GSCI Commodity-Indexed Trust Fund. The sale prices were between $14.02 and $16.18, with an estimated average price of $15.39.
Sold Out: iShares Russell 1000 (IWB)Personal Wealth Partners sold out a holding in iShares Russell 1000. The sale prices were between $135.31 and $158.4, with an estimated average price of $150.99.
Sold Out: Vanguard Total Bond Market ETF (BND)Personal Wealth Partners sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.15 and $81.24, with an estimated average price of $79.84.
Sold Out: Invesco BulletShares 2019 Corporate Bond (BSCJ)Personal Wealth Partners sold out a holding in Invesco BulletShares 2019 Corporate Bond. The sale prices were between $21.04 and $21.14, with an estimated average price of $21.07.
Sold Out: Medtronic PLC (MDT)Personal Wealth Partners sold out a holding in Medtronic PLC. The sale prices were between $82.45 and $93.79, with an estimated average price of $89.53.
Sold Out: WisdomTree U.S. High Dividend Fund (DHS)Personal Wealth Partners sold out a holding in WisdomTree U.S. High Dividend Fund. The sale prices were between $64.82 and $72.88, with an estimated average price of $70.3.
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