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ETF Portfolio Partners, Inc. Buys iShares MSCI USA ESG Optimized ETF, Sells McDonald's Corp

GuruFocus.com
·2 mins read

- By insider

Leawood, KS, based Investment company ETF Portfolio Partners, Inc. (Current Portfolio) buys iShares MSCI USA ESG Optimized ETF, sells McDonald's Corp during the 3-months ended 2020Q3, according to the most recent filings of the investment company, ETF Portfolio Partners, Inc.. As of 2020Q3, ETF Portfolio Partners, Inc. owns 31 stocks with a total value of $180 million. These are the details of the buys and sells.

  • New Purchases: ESGU,

  • Added Positions: AGG, VCSH, IGIB, USMV, IEFA, IEMG, MUB, VB, UNH, BND,

  • Reduced Positions: VTI, IWB, MGK, ITOT, IVW, IJR, VWO, IJJ, IVE, IWV, IXUS, LQD, SPY,

  • Sold Out: MCD,


For the details of ETF Portfolio Partners, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/etf+portfolio+partners%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of ETF Portfolio Partners, Inc.

  1. VANGUARD INDEX FDS (VTI) - 185,837 shares, 17.57% of the total portfolio. Shares reduced by 7.03%

  2. ISHARES TRUST (AGG) - 243,976 shares, 15.99% of the total portfolio. Shares added by 14.13%

  3. ISHARES TRUST (IWB) - 128,124 shares, 13.31% of the total portfolio. Shares reduced by 6.77%

  4. Vanguard Short-Term Corporate Bond ETF (VCSH) - 166,069 shares, 7.64% of the total portfolio. Shares added by 12.51%

  5. iShares Intermediate Credit Bond ETF (IGIB) - 185,711 shares, 6.27% of the total portfolio. Shares added by 7.99%

New Purchase: iShares MSCI USA ESG Optimized ETF (ESGU)

ETF Portfolio Partners, Inc. initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $70.41 and $81.56, with an estimated average price of $75.29. The stock is now traded at around $79.51. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,907 shares as of .

Sold Out: McDonald's Corp (MCD)

ETF Portfolio Partners, Inc. sold out a holding in McDonald's Corp. The sale prices were between $183.52 and $224.81, with an estimated average price of $205.07.



Here is the complete portfolio of ETF Portfolio Partners, Inc.. Also check out:

1. ETF Portfolio Partners, Inc.'s Undervalued Stocks

2. ETF Portfolio Partners, Inc.'s Top Growth Companies, and

3. ETF Portfolio Partners, Inc.'s High Yield stocks

4. Stocks that ETF Portfolio Partners, Inc. keeps buyingThis article first appeared on GuruFocus.