Moneywise, Inc. Closed Holding Positions

Moneywise, Inc.

  • $183 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
727
N/A
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
3,887
$45.68 - $55.36 $178K - $215K
IWX
Ishares Tr Russell 200 Value E

ETFs
Q2 2022 Filed on Aug 02, 2022
3,140
$59.87 - $70.62 $188K - $222K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Aug 02, 2022
3,298
$61.24 - $72.68 $202K - $240K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Aug 02, 2022
5,749
N/A
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 02, 2022
683
N/A
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
386
$524.0 - $644.92 $202K - $249K
SUB
Ishares Short Term National Mu

ETFs
Q3 2021 Filed on Oct 12, 2021
2,264
$107.57 - $108.06 $244K - $245K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,199
$132.5 - $190.03 $159K - $228K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2020 Filed on Jan 15, 2021
26,880
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2020 Filed on Jul 10, 2020
10,028
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2020 Filed on Jul 10, 2020
15,762
$22.75 - $26.8 $359K - $422K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2020 Filed on Jul 10, 2020
9,762
$39.39 - $43.83 $385K - $428K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q1 2020 Filed on Apr 13, 2020
7,392
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 13, 2020
3,102
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2020 Filed on Apr 13, 2020
5,197
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on Apr 13, 2020
4,171
$25.66 - $44.35 $107K - $185K
BA
Boeing CO

Industrials
Q1 2020 Filed on Apr 13, 2020
125
$95.01 - $347.45 $11.9K - $43.4K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2019 Filed on Jan 07, 2020
1,691
N/A
B Band T Corporation
Q4 2019 Filed on Jan 07, 2020
3,994
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2019 Filed on Jan 07, 2020
7,165
$39.9 - $44.4 $286K - $318K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2019 Filed on Jul 17, 2019
38,153
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2019 Filed on Jul 17, 2019
1,406
N/A
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2019 Filed on Jul 17, 2019
10,726
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 19, 2018
14,200
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 19, 2018
10,450
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 19, 2018
130,154
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 19, 2018
143,299
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 19, 2018
131,502
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 19, 2018
15,111
N/A
Delphax Technologies
Q1 2018 Filed on Apr 17, 2018
13,000
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2017 Filed on Jan 08, 2018
2,610
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2017 Filed on Jan 08, 2018
2,029
$112.97 - $114.3 $229K - $232K
Track This Portfolio

Track Moneywise, Inc. Portfolio

Follow Moneywise, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email