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FundX Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

FundX Investment Group’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$4.79M Buy
45,124
+28,800
+176% +$2.96M 1.17% 17
2021
Q3 		$1.57M Hold
16,324
– – 0.74% 19
2021
Q2 		$2.56K Hold
16,324
– – 0.27% 17
2021
Q1 		$1.43M Hold
16,324
– – 0.81% 20
2020
Q4 		$1.34M Hold
16,324
– – 0.56% 23
2020
Q3 		$1.2M Hold
16,324
– – 0.46% 25
2020
Q2 		$1.09M Hold
16,324
– – 0.46% 26
2020
Q1 		$896K Hold
16,324
– – 0.33% 26
2019
Q4 		$1.09M Hold
16,324
– – 0.29% 36
2019
Q3 		$1.01M Hold
16,324
– – 0.36% 25
2019
Q2 		$995K Hold
16,324
– – 0.41% 26
2019
Q1 		$965K Sell
16,324
-2,360
-13% -$133K 0.33% 32
2018
Q4 		$964K Hold
18,684
– – 0.36% 33
2018
Q3 		$1.11M Hold
18,684
– – 0.62% 19
2018
Q2 		$1.05M Hold
18,684
– – 0.52% 20
2018
Q1 		$1.04M Sell
18,684
-760
-4% -$43.2K 0.54% 16
2017
Q4 		$1.08M Hold
19,444
– – 0.54% 22
2017
Q3 		$1.02M Sell
19,444
-5,698
-23% -$295K 0.43% 17
2017
Q2 		$1.29M Sell
25,142
-742
-3% -$37.3K 0.52% 19
2017
Q1 		$1.27M Hold
25,884
– – 0.53% 25
2016
Q4 		$1.19M Sell
25,884
-15,090
-37% -$685K 0.42% 24
2016
Q3 		$1.86M Buy
40,974
+6,000
+17% +$270K 0.48% 23
2016
Q2 		$1.51M Buy
+34,974
New +$1.5M 0.38% 26
2015
Q1 		– Sell
-19,206
Closed -$827K – 30
2014
Q4 		$827K Buy
+19,206
New +$806K 0.25% 15

Other funds holding SUSA

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FundX Investment Group's SUSA Position: Q4 2021 in Review

FundX Investment Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 176% in Q4 2021, buying an estimated $2.96M and bringing the position to 45,124 shares worth $4.79M. The position accounts for 1.17% of the portfolio, ranked #17.

FundX Investment Group first reported a position in SUSA in Q4 2014 and has held it in 24 quarters since. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

  • FundX Investment Group held 45,124 shares of iShares ESG Optimized MSCI USA ETF worth $4.79M as of Q4 2021.
  • FundX Investment Group bought 28,800 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $2.96M.
  • iShares ESG Optimized MSCI USA ETF made up 1.17% of FundX Investment Group's portfolio in Q4 2021, its #17 holding.
  • FundX Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and has held it in 24 quarters since.
  • 445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.