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| Name: |
Goodwin Investment Advisory |
| City: |
WOODSTOCK |
| State: |
GA |
| Zip: |
30188 |
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data |
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Filing Period: |
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| Holdings
Found :
35 |
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Closed Positions |
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Page 1 of 1 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGG |
iShares Barclays Agency Bond |
76 |
Closed |
$97.15 |
$0 |
0 |
0% |
-3,000 |
-28 |
0 |
Closed - End Fund - E... |
|
|
TIP |
iShares Lehman TIPS Bond |
63 |
Closed |
$106.75 |
$0 |
0 |
0% |
-6,000 |
-52 |
0 |
Closed - End Fund - E... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
50 |
Closed |
$87.34 |
$0 |
0 |
0% |
-29,000 |
-391 |
0 |
Closed - End Fund - E... |
|
|
IGM |
iShares S&P GSTI Tech Index Fd |
82 |
Closed |
$88.01 |
$0 |
0 |
0% |
-3,000 |
-6 |
0 |
Closed - End Fund - E... |
|
|
DSI |
iShares KLD 400 Social Index |
69 |
Closed |
$101.03 |
$0 |
0 |
0% |
-406,000 |
-4,457 |
0 |
Closed - End Fund - E... |
|
|
MBB |
iShares Barclays MBS Bond |
56 |
Closed |
$91.74 |
$0 |
0 |
0% |
-44,000 |
-466 |
0 |
Closed - End Fund - E... |
|
|
ITOT |
iShares Core S&P Total US |
75 |
Closed |
$115.63 |
$0 |
0 |
0% |
-33,000 |
-317 |
0 |
Closed - End Fund - E... |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
62 |
Closed |
$81.52 |
$0 |
0 |
0% |
-4,000 |
-53 |
0 |
N/A |
|
|
USXF |
Ishares Esg Advanced Msci U... |
49 |
Closed |
$0.00 |
$0 |
0 |
0% |
-378,000 |
-9,482 |
0 |
N/A |
|
|
IHI |
iShares Dow Jones US Medica... |
81 |
Closed |
$55.85 |
$0 |
0 |
0% |
-1,000 |
-12 |
0 |
Closed - End Fund - E... |
|
|
IYG |
iShares Dow Jones US Financ... |
68 |
Closed |
$65.06 |
$0 |
0 |
0% |
-8,000 |
-42 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
55 |
Closed |
$160.03 |
$0 |
0 |
0% |
-88,000 |
-586 |
0 |
Closed - End Fund - E... |
|
|
IGE |
iShares S&P GSSI Nat Rscs In |
74 |
Closed |
$0.00 |
$0 |
0 |
0% |
-12,000 |
-287 |
0 |
Closed - End Fund - E... |
|
|
SCZ |
ISHARES MSCI EAFE SM |
61 |
Closed |
$64.41 |
$0 |
0 |
0% |
-14,000 |
-230 |
0 |
Closed - End Fund - E... |
|
|
DMXF |
Ishares Esg Advanced Msci E... |
48 |
Closed |
$0.00 |
$0 |
0 |
0% |
-217,000 |
-3,404 |
0 |
N/A |
|
|
CFT |
iShares Barclays Credit Bond |
80 |
Closed |
$50.39 |
$0 |
0 |
0% |
-30,000 |
-587 |
0 |
Closed - End Fund - E... |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
67 |
Closed |
$41.64 |
$0 |
0 |
0% |
-63,000 |
-1,559 |
0 |
Closed - End Fund - E... |
|
|
LCTD |
Blackrock World Exus Crbn T... |
54 |
Closed |
$0.00 |
$0 |
0 |
0% |
-111,000 |
-2,531 |
0 |
N/A |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
73 |
Closed |
$0.00 |
$0 |
0 |
0% |
-88,000 |
-3,789 |
0 |
N/A |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
60 |
Closed |
$0.00 |
$0 |
0 |
0% |
-54,000 |
-1,045 |
0 |
Closed - End Fund - E... |
|
|
IWB |
ishares trust Russell 1000 |
79 |
Closed |
$289.33 |
$0 |
0 |
0% |
-41,000 |
-156 |
0 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
66 |
Closed |
$0.00 |
$0 |
0 |
0% |
-83,000 |
-567 |
0 |
N/A |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
53 |
Closed |
$89.15 |
$0 |
0 |
0% |
-8,000 |
-91 |
0 |
Closed - End Fund - E... |
|
|
TIPZ |
Pimco ETF Trust |
72 |
Closed |
$52.54 |
$0 |
0 |
0% |
-1,000 |
-15 |
0 |
Closed - End Fund - Debt |
|
|
KLD |
iShares KLD Select Social I... |
59 |
Closed |
$109.11 |
$0 |
0 |
0% |
-17,000 |
-169 |
0 |
Closed - End Fund - E... |
|
|
IEFA |
Ishares Core Msci Eafe |
78 |
Closed |
$0.00 |
$0 |
0 |
0% |
-21,000 |
-294 |
0 |
N/A |
|
|
LCTU |
Blackrock Us Carbon Transit... |
65 |
Closed |
$0.00 |
$0 |
0 |
0% |
-638,000 |
-12,182 |
0 |
N/A |
|
|
SMMD |
Ishares Russell 2500 Etf |
52 |
Closed |
$0.00 |
$0 |
0 |
0% |
-8,000 |
-126 |
0 |
N/A |
|
|
TLH |
iShares Barclays 10-20 Year... |
71 |
Closed |
$103.31 |
$0 |
0 |
0% |
-17,000 |
-155 |
0 |
Closed - End Fund - E... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
58 |
Closed |
$201.97 |
$0 |
0 |
0% |
-13,000 |
-63 |
0 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
77 |
Closed |
$217.72 |
$0 |
0 |
0% |
-15,000 |
-72 |
0 |
Closed - End Fund - E... |
|
|
EUSB |
Ishares Esg Advanced Total ... |
64 |
Closed |
$0.00 |
$0 |
0 |
0% |
-23,000 |
-542 |
0 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
51 |
Closed |
$104.18 |
$0 |
0 |
0% |
-43,000 |
-411 |
0 |
Closed - End Fund - Debt |
|
|
IYH |
iShares Dow Jones US Health... |
70 |
Closed |
$60.76 |
$0 |
0 |
0% |
-13,000 |
-47 |
0 |
Closed - End Fund - E... |
|
|
SIZE |
Ishares Msci Usa Size Factor |
57 |
Closed |
$136.88 |
$0 |
0 |
0% |
-39,000 |
-296 |
0 |
N/A |
|
