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Retirement Capital Strategies Has $2 54 Million Stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Retirement Capital Strategies raised its stake in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,051 shares of the company’s stock after purchasing an additional 231 shares during the […]

Retirement Capital Strategies Acquires New Shares in iShares National Muni Bond ETF (NYSEARCA:MUB)

Retirement Capital Strategies acquired a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 82,436 shares of the exchange traded fund’s stock, valued at approximately $8,937,000. iShares National Muni […]

Retirement Capital Strategies Buys New Holdings in Dimensional U S Core Equity 2 ETF (NYSEARCA:DFAC)

Retirement Capital Strategies purchased a new position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,114 shares of the company’s stock, valued at approximately $208,000. Other institutional investors have also added […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) Stock Holdings Lessened by Aufman Associates Inc

Aufman Associates Inc decreased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,431 shares of the company’s stock after selling 1,112 shares during the period. Vanguard S&P 500 […]

Retirement Capital Strategies Cuts Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Retirement Capital Strategies Cuts Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)
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