Bluestem Financial Advisors, Llc Buys iShares ESG MSCI USA Leaders ETF, Vanguard ESG ...

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Investment company Bluestem Financial Advisors, Llc (Current Portfolio) buys iShares ESG MSCI USA Leaders ETF, Vanguard ESG International Stock ETF, sells , iShares Core U.S. Aggregate Bond ETF, Vanguard Short-Term Government Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Bluestem Financial Advisors, Llc. As of 2021Q4, Bluestem Financial Advisors, Llc owns 24 stocks with a total value of $161 million. These are the details of the buys and sells.

  • Added Positions: BSV, SUSL, VEU, VSGX, ESML, VEA, VTI, AAPL,

  • Reduced Positions: IVV, VV, SUSA, BLV,

  • Sold Out: RAVN, AGG, VGSH,


For the details of BLUESTEM FINANCIAL ADVISORS, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/bluestem+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BLUESTEM FINANCIAL ADVISORS, LLC

  1. iShares Core S&P 500 ETF (IVV) - 75,606 shares, 22.41% of the total portfolio. Shares reduced by 1.6%

  2. Vanguard Short-Term Bond ETF (BSV) - 380,656 shares, 19.12% of the total portfolio. Shares added by 3.79%

  3. Vanguard Total Bond Market ETF (BND) - 251,625 shares, 13.25% of the total portfolio. Shares added by 0.97%

  4. Vanguard Small Cap ETF (VB) - 90,210 shares, 12.67% of the total portfolio. Shares reduced by 0.75%

  5. Vanguard FTSE All-World ex-US ETF (VEU) - 281,133 shares, 10.71% of the total portfolio. Shares added by 2.28%

Added: iShares ESG MSCI USA Leaders ETF (SUSL)

Bluestem Financial Advisors, Llc added to a holding in iShares ESG MSCI USA Leaders ETF by 35.94%. The purchase prices were between $75.3 and $84.98, with an estimated average price of $81.6. The stock is now traded at around $82.519300. The impact to a portfolio due to this purchase was 0.33%. The holding were 23,362 shares as of 2021-12-31.

Added: Vanguard ESG International Stock ETF (VSGX)

Bluestem Financial Advisors, Llc added to a holding in Vanguard ESG International Stock ETF by 20.27%. The purchase prices were between $59.96 and $63.81, with an estimated average price of $62.03. The stock is now traded at around $62.440000. The impact to a portfolio due to this purchase was 0.19%. The holding were 28,894 shares as of 2021-12-31.

Sold Out: (RAVN)

Bluestem Financial Advisors, Llc sold out a holding in . The sale prices were between $57.58 and $58.08, with an estimated average price of $57.83.

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

Bluestem Financial Advisors, Llc sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.17 and $115.05, with an estimated average price of $114.13.

Sold Out: Vanguard Short-Term Government Bond ETF (VGSH)

Bluestem Financial Advisors, Llc sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $60.79 and $61.19, with an estimated average price of $60.95.



Here is the complete portfolio of BLUESTEM FINANCIAL ADVISORS, LLC. Also check out:

1. BLUESTEM FINANCIAL ADVISORS, LLC's Undervalued Stocks

2. BLUESTEM FINANCIAL ADVISORS, LLC's Top Growth Companies, and

3. BLUESTEM FINANCIAL ADVISORS, LLC's High Yield stocks

4. Stocks that BLUESTEM FINANCIAL ADVISORS, LLC keeps buyingThis article first appeared on GuruFocus.

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