FundX Investment Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

FundX Investment Group’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3.19M	Buy	+37,769	New	+$3.09M	0.78%	21

Other funds holding SUSL

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

FundX Investment Group opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2021: 37,769 shares worth $3.19M. The stake represents 0.78% of the portfolio and ranks #21 among its holdings.

90 funds tracked by Wall St. Rank hold SUSL as of Q4 2021.

FundX Investment Group held 37,769 shares of iShares ESG MSCI USA Leaders ETF worth $3.19M as of Q4 2021.
iShares ESG MSCI USA Leaders ETF was a new FundX Investment Group position in Q4 2021.
iShares ESG MSCI USA Leaders ETF made up 0.78% of FundX Investment Group's portfolio in Q4 2021, its #21 holding.
90 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2021.

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