Diversify Advisory Services LLC reduced its holdings in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL – Free Report) by 39.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 42,321 shares of the company’s stock after selling 27,027 shares during the […]

Better Money Decisions LLC cut its holdings in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 19.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,180 shares of the company’s stock after selling 786 shares during […]

Aletheian Wealth Advisors LLC boosted its position in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 3.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 20,320 shares of the company’s stock after purchasing an additional 619 shares during the period. Aletheian Wealth Advisors LLC’s holdings in iShares Short Duration […]

Diversify Advisory Services LLC raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2,593.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 102,066 shares of the exchange traded fund’s stock after purchasing an additional 98,277 shares during the period. iShares Russell 2000 ETF comprises 1.2% of Diversify Advisory Services LLC’s […]

Concord Wealth Partners lessened its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 53.0% in the third quarter, HoldingsChannel reports. The fund owned 4,055 shares of the company’s stock after selling 4,570 shares during the period. Concord Wealth Partners’ holdings in iShares ESG Aware MSCI EAFE ETF were […]

Gateway Wealth Partners LLC raised its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 44.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,946 shares of the company’s stock after buying an additional 10,512 shares […]