Balanced Rock Investment Advisor Sells in Q4 2024

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-27.6K
- 27.66%
$64.62 - $71.43 $1.78M - $1.97M
72.1K $4.66B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-12.7K
- 24.43%
$75.65 - $83.47 $964K - $1.06M
39.4K $3B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-28.6K
- 31.18%
$37.27 - $41.46 $1.07M - $1.19M
63.2K $2.35B
Manager Directed Portfolios
-85.2K
- 20.84%
N/A
324K $3.28B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-15.8K
- 57.7%
$39.22 - $47.52 $621K - $753K
11.6K $459M
VNQ
Vanguard Specialized Funds Van

ETFs
-7.51K
- 58.77%
$87.85 - $98.6 $659K - $740K
5.27K $469M
USXF
Ishares Esg Advanced Msci Usa

Technology
-16K
- 8.02%
$48.45 - $52.57 $776K - $842K
184K $9.13B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-15.4K
- 35.65%
$33.39 - $37.66 $513K - $579K
27.7K $926M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-13K
- 21.83%
$41.09 - $45.94 $534K - $598K
46.6K $1.96B
XJR
Ishares Tresg Screened S&P Sma

ETFs
-11.6K
- 29.85%
$40.62 - $45.4 $469K - $524K
27.1K $1.12B
WPP
Wpp PLC

Communication Services
-6.69K
- 56.69%
$49.35 - $56.55 $330K - $378K
5.11K $263M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.18K
- 36.73%
$44.04 - $49.49 $272K - $306K
10.6K $468M
VEA
Vanguard Ftse Developed Market

ETFs
-3.86K
- 12.89%
$47.57 - $52.44 $184K - $202K
26.1K $1.25B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-5.95K
- 13.33%
$41.64 - $45.75 $248K - $272K
38.7K $1.62B
MELI
Mercadolibre Inc

Consumer Cyclical
-90
- 29.51%
$1666.0 - $2117.3 $150K - $191K
215 $366M
AMGN
Amgen Inc

Healthcare
-586
- 40.16%
$258.78 - $328.31 $152K - $192K
873 $228M
TD
Toronto Dominion Bank

Financial Services
-38
- 0.26%
$51.56 - $63.8 $1.96K - $2.42K
14.8K $789M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-629
- 0.56%
$36.21 - $38.2 $22.8K - $24K
111K $4.03B
MDT
Medtronic PLC

Healthcare
-623
- 11.96%
$79.61 - $92.24 $49.6K - $57.5K
4.59K $366M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-6.11K
- 34.33%
$11.42 - $12.5 $69.8K - $76.4K
11.7K $135M
HBI
Hanesbrands Inc.

Consumer Cyclical
-15K
- 24.08%
$6.91 - $8.91 $104K - $134K
47.4K $386M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.39K
- 8.94%
$41.74 - $46.2 $58K - $64.2K
14.2K $593M
CMCSA
Comcast Corp

Communication Services
-99
- 0.92%
$37.39 - $45.14 $3.7K - $4.47K
10.7K $401M
IDEV
Ishares Core Msci Intl Develop

ETFs
-24
- 0.32%
$64.18 - $70.42 $1.54K - $1.69K
7.37K $475M
LLY
Eli Lilly & CO

Healthcare
-15
- 4.87%
$727.2 - $932.06 $10.9K - $14K
293 $226M
IEMG
Ishares Inc

ETFs
-287
- 5.53%
N/A
4.9K $256M
IEFA
Ishares Tr

ETFs
-104
- 2.66%
$70.06 - $77.43 $7.29K - $8.05K
3.81K $267M
HSII
Heidrick & Struggles International Inc

Industrials
-2.06K
- 20.06%
$36.75 - $48.36 $75.7K - $99.6K
8.2K $363M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-731
- 5.69%
$100.18 - $109.1 $73.2K - $79.8K
12.1K $1.27B
VB
Vanguard Small Cap ETF

ETFs
-157
- 3.85%
$233.76 - $261.58 $36.7K - $41.1K
3.92K $941M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-610
- 2.43%
$124.61 - $133.96 $76K - $81.7K
24.5K $3.16B
GM
General Motors CO

Consumer Cyclical
-2.05K
- 17.21%
$44.82 - $60.2 $91.7K - $123K
9.85K $525M
SUB
Ishares Short Term National Mu

ETFs
-46
- 1.06%
$104.94 - $106.2 $4.83K - $4.89K
4.31K $455M
C
Citigroup Inc

Financial Services
-987
- 12.2%
$61.31 - $72.5 $60.5K - $71.6K
7.1K $500M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-132
- 1.63%
$118.0 - $127.04 $15.6K - $16.8K
7.96K $968M
VEEV
Veeva Systems Inc

Healthcare
-17
- 1.14%
$201.81 - $250.45 $3.43K - $4.26K
1.47K $309M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.53K
- 23.45%
$7.33 - $12.37 $25.9K - $43.7K
11.5K $122M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
-6.5K
- 21.53%
$8.85 - $13.86 $57.5K - $90.1K
23.7K $281M
GILD
Gilead Sciences, Inc.

Healthcare
-435
- 7.31%
$83.95 - $97.9 $36.5K - $42.6K
5.52K $510M
GPN
Global Payments Inc

Industrials
-85
- 1.77%
$97.57 - $119.38 $8.29K - $10.1K
4.72K $529M
CRM
Salesforce, Inc.

Technology
-104
- 5.74%
$270.87 - $367.87 $28.2K - $38.3K
1.71K $571M
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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