Sharkey, Howes & Javer Buys iShares ESG Advanced MSCI USA ETF, iShares Fallen Angels USD …

Investment company Sharkey, Howes & Javer (Current Portfolio) buys iShares ESG Advanced MSCI USA ETF, iShares Fallen Angels USD Bond ETF, iShares 0-5 Year TIPS Bond ETF, BTC iShares MSCI USA Min Vol Factor ETF, iShares MSCI EAFE ESG Select ETF , sells iShares 1-3 Year Credit Bond ETF, iShares Core US Aggregate Bond ETF, WisdomTree International Quality Dividend Growth F, iShares Global Financials ETF, Schwab US Small-Cap ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sharkey, Howes & Javer. As of 2021Q4, Sharkey, Howes & Javer owns 81 stocks with a total value of $443 million. These are the details of the buys and sells.

  • New Purchases: USMV, DSI, XEL, ADP, PG, VMW,

  • Added Positions: ESGU, IVV, USXF, FALN, STIP, ESGD, EUSB, ESML, TIP, DMXF, EFG, IUSB, EFV, GOVT, GXTG, IJR, SUSB, MBB, TLH,

  • Reduced Positions: IGSB, AGG, IXN, IQDG, VLUE, IXG, COMT, SCHA, SCHX, ESGE, SDG, IYE, IJH, IWD, AAPL, IDNA, SCHD, SCHM, SCHF, QUAL, ADI, DFUS, JNJ, BRK.B, IHI, SPY, PWR, SCHG, XOM,

  • Sold Out: WFC, LQD,

For the details of Sharkey, Howes & Javer’s stock buys and sells,
go to https://www.gurufocus.com/guru/sharkey%2C+howes+%26+javer/current-portfolio/portfolio

These are the top 5 holdings of Sharkey, Howes & Javer

  1. iShares MSCI USA ESG Optimized ETF (ESGU) – 790,707 shares, 19.27% ​​of the total portfolio. Shares added by 12.27%

  2. iShares Core S&P 500 ETF (IVV) – 99,786 shares, 10.75% of the total portfolio. Shares added by 16.92%

  3. iShares Core Total USD Bond Market ETF (IUSB) – 506,545 shares, 6.06% of the total portfolio. Shares added by 5.82%

  4. BTC iShares MSCI EAFE Value ETF (EFV) – 411,833 shares, 4.69% of the total portfolio. Shares added by 6.90%

  5. BTC iShares MSCI EAFE Growth ETF (EFG) – 188,405 shares, 4.69% of the total portfolio. Shares added by 7.45%

New Purchase: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Sharkey, Howes & Javer initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now traded at around $76.040000. The impact to a portfolio due to this purchase was 1.01%. The holding were 55,153 shares as of 2021-12-31.

New Purchase: iShares MSCI KLD 400 Social Index Fund (DSI)

Sharkey, Howes & Javer initiated holding in iShares MSCI KLD 400 Social Index Fund. The purchase prices were between $83.16 and $93.49, with an estimated average price of $90.04. The stock is now traded at around $86.550000. The impact to a portfolio due to this purchase was 0.29%. The holding were 13,866 shares as of 2021-12-31.

New Purchase: Xcel Energy Inc (XEL)

Sharkey, Howes & Javer initiated holding in Xcel Energy Inc. The purchase prices were between $62.44 and $68.95, with an estimated average price of $65.26. The stock is now traded at around $69.470000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,333 shares as of 2021-12-31.

New Purchase: VMware Inc (VMW)

Sharkey, Howes & Javer initiated holding in VMware Inc. The purchase prices were between $110.44 and $167.06, with an estimated average price of $130.75. The stock is now traded at around $129.970000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,819 shares as of 2021-12-31.

New Purchase: Procter & Gamble Co (PG)

Sharkey, Howes & Javer initiated holding in Procter & Gamble Co. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $164.140000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,360 shares as of 2021-12-31.

New Purchase: Automatic Data Processing Inc (ADP)

Sharkey, Howes & Javer initiated holding in Automatic Data Processing Inc. The purchase prices were between $199.97 and $248.01, with an estimated average price of $227.15. The stock is now traded at around $205.130000. The impact to a portfolio due to this purchase was 0.05%. The holding were 851 shares as of 2021-12-31.

Added: iShares ESG Advanced MSCI USA ETF (USXF)

Sharkey, Howes & Javer added to a holding in iShares ESG Advanced MSCI USA ETF by 360.04%. The purchase prices were between $35.77 and $39.72, with an estimated average price of $38.37. The stock is now traded at around $35.880000. The impact to a portfolio due to this purchase was 1.39%. The holding were 199,753 shares as of 2021-12-31.

Added: iShares Fallen Angels USD Bond ETF (FALN)

Sharkey, Howes & Javer added to a holding in iShares Fallen Angels USD Bond ETF by 121.63%. The purchase prices were between $29.31 and $30.2, with an estimated average price of $29.76. The stock is now traded at around $28.470000. The impact to a portfolio due to this purchase was 1.3%. The holding were 348,832 shares as of 2021-12-31.

Added: iShares 0-5 Year TIPS Bond ETF (STIP)

Sharkey, Howes & Javer added to a holding in iShares 0-5 Year TIPS Bond ETF by 1269.65%. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $104.420000. The impact to a portfolio due to this purchase was 1.22%. The holding were 55,019 shares as of 2021-12-31.

Added: iShares MSCI EAFE ESG Select ETF (ESGD)

Sharkey, Howes & Javer added to a holding in iShares MSCI EAFE ESG Select ETF by 354.61%. The purchase prices were between $75.56 and $81.16, with an estimated average price of $78.74. The stock is now traded at around $76.510000. The impact to a portfolio due to this purchase was 0.92%. The holding were 65,778 shares as of 2021-12-31.

Added: iShares ESG Advanced Total USD Bond Market ETF (EUSB)

Sharkey, Howes & Javer added to a holding in iShares ESG Advanced Total USD Bond Market ETF by 148.06%. The purchase prices were between $48.92 and $49.68, with an estimated average price of $49.32. The stock is now traded at around $48.160000. The impact to a portfolio due to this purchase was 0.92%. The holding were 138,274 shares as of 2021-12-31.

Added: iShares ESG Aware MSCI USA Small-Cap ETF (ESML)

Sharkey, Howes & Javer added to a holding in iShares ESG Aware MSCI USA Small-Cap ETF by 363.39%. The purchase prices were between $38.2 and $42.72, with an estimated average price of $40.43. The stock is now traded at around $36.800000. The impact to a portfolio due to this purchase was 0.82%. The holding were 115,644 shares as of 2021-12-31.

Sold Out: Wells Fargo & Co (WFC)

Sharkey, Howes & Javer sold out a holding in Wells Fargo & Co. The sale prices were between $45.31 and $52, with an estimated average price of $49.28.

Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Sharkey, Howes & Javer sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $130.49 and $134.38, with an estimated average price of $132.44.

Here is the complete portfolio of Sharkey, Howes & Javer. Also check out:

1. Sharkey, Howes & Javer’s Undervalued Stocks

2. Sharkey, Howes & Javer’s Top Growth Companies, and

3. Sharkey, Howes & Javer’s High Yield Stocks

4. Stocks that Sharkey, Howes & Javer keeps buyingThis article first appeared on GuruFocus.

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