Personal Wealth Partners Buys iShares Edge MSCI Min Vol USA, iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, Sells iShares Edge MSCI Min Vol Emerging Markets, iShares Core U.S. Aggregate Bond, iShares GSCI Commodity-Indexed Trust Fund

Investment company Personal Wealth Partners buys iShares Edge MSCI Min Vol USA, iShares Core S&P Small-Cap, iShares Core S&P Mid-Cap, iShares S&P 500 Growth, iShares S&P 500 Value, iShares Core MSCI Emerging Markets, SPDR S&P 500, iShares Russell 2000, iShares S&P Small-Cap 600 Growth ETF, iShares MSCI EAFE, iShares MSCI KLD 400 Social, iShares Preferred and Income Securities ETF, iShares S&P Mid-Cap 400 Value, iShares Core S&P Total U.S. Stock Market, Vanguard Total World Stock Index, iShares Core High Dividend, Invesco S&P 500 Equal Weight, Vanguard Total Stock Market, ishares Gold Trust, Vanguard Value, iShares S&P Mid-Cap 400 Growth, iShares MSCI Emerging Index Fund, First Trust Water, Best Buy Co Inc, Invesco S&P MidCap Low Volatility, Alphabet Inc, MercadoLibre Inc, sells iShares Edge MSCI Min Vol Emerging Markets, iShares Core U.S. Aggregate Bond, iShares GSCI Commodity-Indexed Trust Fund, SPDR MidCap Trust Series I, iShares Russell 1000, iShares MSCI All Country Asia ex Japan Index Fund, iShares U.S. Energy, Vanguard Total Bond Market ETF, Invesco BulletShares 2019 Corporate Bond, Invesco QQQ Trust Series 1, SPDR Bloomberg Barclays Investment Grade Floating , Medtronic PLC, WisdomTree U.S. High Dividend Fund, NextEra Energy Inc, First Trust Large Cap Core AlphaDEX Fund, SPDR Dow Jones Industrial Average, Northern Dynasty Minerals during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Personal Wealth Partners. As of 2019Q1, Personal Wealth Partners owns 54 stocks with a total value of $186 million. These are the details of the buys and sells.

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
  1. iShares Edge MSCI Min Vol USA (USMV) - 838,599 shares, 27.94% of the total portfolio. New Position
  2. iShares Core U.S. Aggregate Bond (AGG) - 149,922 shares, 12.28% of the total portfolio. Shares reduced by 70.95%
  3. iShares Core S&P Small-Cap (IJR) - 197,497 shares, 8.21% of the total portfolio. New Position
  4. iShares Core S&P Mid-Cap (IJH) - 64,257 shares, 6.55% of the total portfolio. New Position
  5. iShares S&P 500 Growth (IVW) - 63,784 shares, 5.92% of the total portfolio. New Position
New Purchase: iShares Edge MSCI Min Vol USA (USMV)

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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