Monterey Private Wealth, Inc. Buys iShares Core MSCI International

On Jan 18, 2022

Investment company Monterey Private Wealth, Inc. (Current Portfolio) buys iShares Core MSCI International Developed Markets , iShares Core Dividend Growth ETF, VANGUARD BD IDX FD, Vanguard Total International Stock, iShares California Muni Bond ETF, sells Vanguard Small Cap Growth ETF, JPMorgan Ultra-Short Municipal Income ETF, iShares MSCI EAFE Small-Cap ETF, SSGA SPDR S&P 500 Fossil Fuel Free ETF, Intel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Monterey Private Wealth, Inc.. As of 2021Q4, Monterey Private Wealth, Inc. owns 99 stocks with a total value of $201 million. These are the details of the buys and sells.

New Purchases: IDEV, VXUS, CMF, JKK, NUDM, EEM, VTV, PFE, QCOM,
Added Positions: VTI, DGRO, BND, EFA, ESGV, VEU, T, OMFL, VB, VT, BAC, VSGX, CMCSA, VNQ, VO, IWF, QQQ, SPY, NVDA, IJH, QQQE, DVY, JNJ, RTX,
Reduced Positions: VEA, USMV, JMST, BRK.B, EFAV, AAPL, V, CSCO, JPM, PEP, TSLA, ABBV, PG, ABT, VZ, ERTH, CVX, BA, DIA, FXZ, HDV, IJR, VIG, VYM, FISV,
Sold Out: VBK, SCZ, SPYX, INTC, NKE, NEE, SYY,

For the details of Monterey Private Wealth, Inc.’s stock buys and sells,
go to https://www.gurufocus.com/guru/monterey+private+wealth%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Monterey Private Wealth, Inc.

Vanguard Total Stock Market ETF (VTI) – 137,674 shares, 16.57% of the total portfolio. Shares added by 7.92%
iShares MSCI EAFE ETF (EFA) – 229,121 shares, 8.99% of the total portfolio. Shares added by 3.97%
Apple Inc (AAPL) – 78,581 shares, 6.96% of the total portfolio. Shares reduced by 1.64%
Vanguard Small Cap ETF (VB) – 46,563 shares, 5.25% of the total portfolio. Shares added by 1.58%
Vanguard FTSE All-World ex-US ETF (VEU) – 150,387 shares, 4.60% of the total portfolio. Shares added by 6.23%

New Purchase: iShares Core MSCI International Developed Markets (IDEV)

Monterey Private Wealth, Inc. initiated holding in iShares Core MSCI International Developed Markets . The purchase prices were between $64.32 and $69.11, with an estimated average price of $67.03. The stock is now traded at around $66.850000. The impact to a portfolio due to this purchase was 1.35%. The holding were 40,123 shares as of 2021-12-31.

New Purchase: Vanguard Total International Stock (VXUS)

Monterey Private Wealth, Inc. initiated holding in Vanguard Total International Stock. The purchase prices were between $61.08 and $65.1, with an estimated average price of $63.41. The stock is now traded at around $63.130000. The impact to a portfolio due to this purchase was 0.67%. The holding were 21,158 shares as of 2021-12-31.

New Purchase: iShares California Muni Bond ETF (CMF)

Monterey Private Wealth, Inc. initiated holding in iShares California Muni Bond ETF. The purchase prices were between $61.55 and $62.33, with an estimated average price of $61.99. The stock is now traded at around $61.410000. The impact to a portfolio due to this purchase was 0.52%. The holding were 16,627 shares…