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| Name: |
Buttonwood Financial Group LLC |
| City: |
Kansas City |
| State: |
MO |
| Zip: |
64108 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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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 |
|
ELR |
streetTRACKS Series Trust -... |
1 |
- |
$62.32 |
$35,754,000 |
581,079 |
21.15% |
1,457,000 |
-32,458 |
0.065 |
Closed - End Fund - E... |
|
|
IYW |
iShares Trust DJ US Sector |
6 |
- |
$138.70 |
$10,168,000 |
75,286 |
6.01% |
655,000 |
-2,211 |
0.038 |
Closed - End Fund - E... |
|
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EFV |
iShares MSCI EAFE Value Ind... |
9 |
- |
$0.00 |
$6,895,000 |
126,748 |
4.08% |
-5,287,000 |
-107,066 |
0.005 |
Closed - End Fund - E... |
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MGC |
Vanguard Mega Cap 300 Index... |
13 |
- |
$185.36 |
$3,599,000 |
19,258 |
2.13% |
-3,602,000 |
-23,280 |
0.079 |
Closed - End Fund - E... |
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USMV |
iShares MSCI USA Minimum Vo... |
14 |
- |
$0.00 |
$2,525,000 |
30,209 |
1.49% |
-1,860,000 |
-25,985 |
0.001 |
N/A |
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AOA |
iShares Trust |
19 |
- |
$74.34 |
$1,610,000 |
21,910 |
0.95% |
75,000 |
-317 |
0.122 |
Closed - End Fund - Debt |
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ESGU |
Ishares Msci Usa Esg Optimized |
27 |
- |
$0.00 |
$335,000 |
2,912 |
0.2% |
25,000 |
-44 |
0 |
N/A |
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