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Name: |
MA Private Wealth |
City: |
SAN CARLOS |
State: |
CA |
Zip: |
94070 |
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Holdings
Found :
13 |
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Unchanged Positions |
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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 |
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LCTU |
Blackrock Us Carbon Transit... |
32 |
- |
$0.00 |
$1,729,000 |
30,117 |
0.35% |
153,000 |
0 |
0.011 |
N/A |
|
MSFT |
Microsoft Corp |
33 |
- |
$416.56 |
$1,720,000 |
4,088 |
0.35% |
183,000 |
0 |
0 |
Application Software |
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DSI |
iShares KLD 400 Social Index |
39 |
- |
$99.66 |
$1,211,000 |
12,010 |
0.25% |
117,000 |
0 |
0.007 |
Closed - End Fund - E... |
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USXF |
Ishares Esg Advanced Msci U... |
42 |
- |
$0.00 |
$1,056,000 |
23,399 |
0.21% |
124,000 |
0 |
0.017 |
N/A |
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SUSC |
Ishares Esg Usd Corporate Bond |
46 |
- |
$0.00 |
$696,000 |
30,279 |
0.14% |
-9,000 |
0 |
0.034 |
N/A |
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EAGG |
Ishares Esg Us Aggregate Bo... |
48 |
- |
$46.39 |
$651,000 |
13,824 |
0.13% |
-9,000 |
0 |
0.006 |
N/A |
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DMXF |
Ishares Esg Advanced Msci E... |
50 |
- |
$0.00 |
$547,000 |
8,027 |
0.11% |
34,000 |
0 |
0.089 |
N/A |
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AVGO |
Broadcom Limited |
57 |
- |
$1,380.03 |
$318,000 |
240 |
0.06% |
50,000 |
0 |
0 |
Semiconductor- Broad... |
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ESGE |
IShares MSCI EM ESG ETF |
60 |
- |
$33.81 |
$315,000 |
9,769 |
0.06% |
2,000 |
0 |
0.006 |
N/A |
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LCTD |
Blackrock World Exus Crbn T... |
61 |
- |
$0.00 |
$295,000 |
6,453 |
0.06% |
13,000 |
0 |
0.051 |
N/A |
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HD |
Home Depot Inc |
62 |
- |
$340.50 |
$274,000 |
714 |
0.06% |
27,000 |
0 |
0 |
Home Improvement Stores |
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GWL |
St Spdr S&P Wld Xus |
63 |
- |
$36.22 |
$259,000 |
7,240 |
0.05% |
13,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IBM |
International Business Mach... |
65 |
- |
$167.36 |
$249,000 |
1,303 |
0.05% |
36,000 |
0 |
0 |
Diversified Computer ... |
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