Mountain Capital Investment Advisors, Inc buys BTC iShares MSCI EAFE Value ETF, BTC iShares…

investment company Mountain Capital Investment Advisors, Inc. (Current portfolio) buys BTC iShares MSCI EAFE Value ETF, BTC iShares MSCI EAFE Growth ETF, Invesco S&P 500 Equal Weight ETF, iShares MSCI EM ESG Select ETF, Amazon.com Inc, sells Schwab International Equity ETF, iShares Core S&P 500 ETF, iShares Core Total USD Bond Market ETF, BTC iShares US Treasury Bond ETF, Schwab International Small-Cap Equity ETF during the 3 months ended Q4 2021, according to the latest filings by investment firm, Mountain Capital Investment Advisors, Inc. As of Q4 2021, Mountain Capital Investment Advisors, Inc holds 117 stocks with a total value of $221 million. These are the details of purchases and sales.

  • New purchases: WBA, USMV, AOR, BIGC, WRBY, VONG, DOCU, SPDW,

  • Positions added: EFV, EFG, RSP, ESGE, AMZN, MA, IBM, ULCC, PSX, PFE, CSCO, RIO, CCI, CRM, FHN, ZTS, ABT, GILD, PG, ADSK, ACN, DUK, WPC, SIG, MCD, THEN, NOW, HPQ, GLOB, UPS, GD, ENB, ABNB, UNH, MRK, ADBE, USB, V, PM, IT, T, PRU, NTRS, KO, NFLX, EMR, LMT, VZ, JNJ, MO, DCT, MEDP, DLR, GOOG, PPL, WING, KMB, EXPO, IPG, PYPL, FOXF, FSK, TRUP, QLYS, SBUX, OLO, NKE, PGNY, AMN, ALGN, YETI, ILMN, BL, GSHD, MSCI, HLI, ALTR, ALRM, RVLV, TSLA, APPF, HELE, DAVA, PCTY, MBUU, COIN, BRK.B, ICLN, COST, LUV,

  • Reduced positions: SCHF, IVV, SCHC, ESGU, VLUE, IXN, MSFT, ISRG, IJR, IXG, AAPL, FB, GOOGL, XOM, CVX, IYE,

  • Solder: IUSB, GOVT, TIP, IGSB, WM, FALN, COMT, MBB, ETSY, SLP, JPM, AMT, TLH,

For details on Mountain Capital Investment Advisors, Inc. stock purchases and sales,
go to https://www.gurufocus.com/guru/mountain+capital+investment+advisors%2C+inc/current-portfolio/portfolio

Here are the top 5 holdings of Mountain Capital Investment Advisors, Inc.

  1. BTC iShares MSCI EAFE Value ETF (VFD) – 442,045 shares, 10.52% of the total portfolio. Shares added of 451.52%

  2. BTC iShares MSCI EAFE Growth ETF (GFE) – 139,194 shares, 6.70% of the total portfolio. Shares added 299.66%

  3. Optimized iShares MSCI USA ESG ETF (ESGU) – 92,313 shares, 4.45% of the total portfolio. Shares reduced by 13.71%

  4. Invesco S&P 500 Equal Weight ETF (RSP) – 55,878 shares, 4.12% of total portfolio. Shares added by 3590.75%

  5. iShares MSCI EM ESG Select ETF (ESGE) – 214,133 shares, 3.95% of total portfolio. Shares added of 225.10%

New purchase: Walgreens Boots Alliance Inc (WBA)

Mountain Capital Investment Advisors, Inc initiated a stake in Walgreens Boots Alliance Inc. Purchase prices were between $43.72 and $52.25, with an estimated average price of $48.45. The stock is now trading at around $53.910000. The impact on a portfolio of this purchase is 0.73%. The holding was 29,724 shares as of 12/31/2021.

New buy: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Mountain Capital Investment Advisors, Inc has initiated a stake in BTC iShares MSCI USA Min Vol Factor ETF. Purchase prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now trading at around $78.710000. The impact on a portfolio of this purchase was 0.48%. The holding was 13,443 shares as of 12/31/2021.

New purchase: iShares Core Growth Allocation ETF (AOR)

Mountain Capital Investment Advisors, Inc has initiated a stake in iShares Core Growth Allocation ETF. Purchase prices were between $54.82 and $57.36, with an estimated average price of $56.38. The stock is now trading at around $56.910000. The impact on a portfolio of this purchase is 0.3%. The holding was 11,513 shares as of 12/31/2021.

New purchase: BigCommerce Holdings Inc (BIGC)

Mountain Capital Investment Advisors, Inc initiated a stake in BigCommerce Holdings Inc. Buy prices were between $35.37 and $62.74, with an estimated average price of $46.88. The stock is now trading at around $33.600000. The impact on a portfolio of this purchase is 0.26%. The holding was 16,851 shares as of 12/31/2021.

New purchase: Warby Parker Inc (WRBY)

Mountain Capital Investment Advisors, Inc began holding Warby Parker Inc. Buy prices were between $43.15 and $59.5, with an estimated average price of $51.94. The stock is now trading at around $37.100000. The impact on a portfolio of this purchase is 0.24%. The holding was 13,887 shares as of 12/31/2021.

New purchase: Vanguard Russell 1000 Growth Index Fund (VONG)

Mountain Capital Investment Advisors, Inc has initiated a stake in the Vanguard Russell 1000 Growth Index Fund. Purchase prices were between $69.56 and $79.55, with an estimated average price of $76.21. The stock is now trading at around $75.780000. The impact on a portfolio of this purchase is 0.12%. The holding was 3,545 shares as of 12/31/2021.

Added: BTC iShares MSCI EAFE Value ETF (EFV)

Mountain Capital Investment Advisors, Inc added a 451.52% stake in BTC iShares MSCI EAFE Value ETF. Purchase prices were between $47.67 and $51.35, with an estimated average price of $50.11. The stock is now trading at around $53.070000. The impact on a portfolio of this purchase was 8.61%. The holding was 442,045 shares as of 12/31/2021.

Added: BTC iShares MSCI EAFE Growth ETF (EFG)

Mountain Capital Investment Advisors, Inc added a 299.66% stake in BTC iShares MSCI EAFE Growth ETF. Purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now trading at around $107.180000. The impact on a portfolio of this purchase was 5.02%. The holding was 139,194 shares as of 12/31/2021.

Added: Invesco S&P 500 Equal Weight ETF (RSP)

Mountain Capital Investment Advisors, Inc added a stake in the Invesco S&P 500 Equal Weight ETF of 3590.75%. Purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now trading at around $162.610000. The impact on a portfolio of this purchase was 4.01%. The holding was 55,878 shares as of 12/31/2021.

Added: iShares MSCI EM ESG Select ETF (ESGE)

Mountain Capital Investment Advisors, Inc added a 225.10% stake in iShares MSCI EM ESG Select ETF. Purchase prices were between $38.5 and $42.49, with an estimated average price of $40.57. The stock is now trading at around $41.370000. The impact on a portfolio of this purchase is 2.73%. The holding was 214,133 shares as of 12/31/2021.

Added: Amazon.com Inc (AMZN)

Mountain Capital Investment Advisors, Inc added a 104.93% stake in Amazon.com Inc. Purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now trading at around $3304.140000. The impact on a portfolio of this purchase is 1.05%. The holding was 1,371 shares as of 12/31/2021.

Added: Mastercard Inc (MA)

Mountain Capital Investment Advisors, Inc added 49.01% to its stake in Mastercard Inc. Purchase prices ranged from $306.28 to $369.56, with an estimated average price of $345.75. The stock is now trading at around $367.310000. The impact on a portfolio of this purchase is 0.38%. The holding was 7,066 shares as of 12/31/2021.

Sold Out: iShares Core Total USD Bond Market ETF (IUSB)

Mountain Capital Investment Advisors, Inc has sold a stake in iShares Core Total USD Bond Market ETF. Selling prices were between $52.47 and $53.31, with an estimated average price of $52.9.

Sold Out: BTC iShares US Treasury Bond ETF (GOVT)

Mountain Capital Investment Advisors, Inc has sold a stake in BTC iShares US Treasury Bond ETF. Selling prices were between $26.19 and $26.72, with an estimated average price of $26.43.

Sold Out: iShares TIPS Bond ETF (TIP)

Mountain Capital Investment Advisors, Inc has sold a stake in iShares TIPS Bond ETF. Selling prices were between $126.62 and $129.87, with an estimated average price of $128.15.

Sold Out: iShares 1-3 Year Credit Bond ETF (IGSB)

Mountain Capital Investment Advisors, Inc has sold a stake in iShares 1-3 Year Credit Bond ETF. Selling prices were between $53.7 and $54.33, with an estimated average price of $53.95.

Sold Out: Waste Management Inc (WM)

Mountain Capital Investment Advisors, Inc. sold a stake in Waste Management Inc. Sale prices were between $148.83 and $166.9, with an estimated average price of $161.05.

Sold out: iShares Fallen Angels USD Bond ETF (FALN)

Mountain Capital Investment Advisors, Inc has sold a stake in iShares Fallen Angels USD Bond ETF. Selling prices were between $29.31 and $30.2, with an estimated average price of $29.76.

Here is the complete portfolio of Mountain Capital Investment Advisors, Inc. See also:

1. Undervalued shares of Mountain Capital Investment Advisors, Inc.

2. Top Growth Companies from Mountain Capital Investment Advisors, Inc., and

3. The high yield stocks of Mountain Capital Investment Advisors, Inc.

4. Stocks Mountain Capital Investment Advisors, Inc continues to buyThis article first appeared on GuruFocus.

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