Fusion Family Wealth LLC Buys iShares Core S&P 500, iShares Core MSCI EAFE, iShares Core MSCI Emerging Markets, Sells iShares Microcap, iShares MSCI Emerging Index Fund, Invesco BuyBack Achievers ETF

• New Purchases: SUSA,
• Added Positions: VEA, VOO, VSS, IVV, VB, IEFA, ECON, VWO, IEMG, EFA, IJH, VO, CMCSA, ELR, TEL, MDYG, SPDW, SPEM, SPSM, USO, AGN, UNH, GE, BIIB,
• Reduced Positions: BSCK, BSCM, QQQ, IJR, IWC, VV, EEM, PKW, DEM, IYM, VEU, AAPL, IYR, VTV, DHS, IWR, FB, SPY, BRK.B,
• Sold Out: FDM, GS, VXUS, GOOGL, WY, ARR, PMT, ARI, TSLA, GOOG,

For the details of Fusion Family Wealth LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fusion+family+wealth+llc/current-portfolio/portfolio

1. Vanguard S&P 500 (VOO) - 234,605 shares, 20.22% of the total portfolio. Shares added by 5.60%
2. Vanguard FTSE Developed Markets (VEA) - 1,398,025 shares, 16.96% of the total portfolio. Shares added by 9.64%
3. PowerShares QQQ Trust Ser 1 (QQQ) - 135,698 shares, 9.42% of the total portfolio. Shares reduced by 2.29%
4. Vanguard FTSE Emerging Markets (VWO) - 673,690 shares, 8.23% of the total portfolio. Shares added by 6.87%
5. Columbia Emerging Markets Consumer (ECON) - 1,151,236 shares, 8.18% of the total portfolio. Shares added by 8.43%

Fusion Family Wealth LLC initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $121.10. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,200 shares as of .

Fusion Family Wealth LLC added to a holding in iShares Core S&P 500 by 123.13%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $285.25. The impact to a portfolio due to this purchase was 0.91%. The holding were 17,449 shares as of .

Fusion Family Wealth LLC added to a holding in iShares Core MSCI EAFE by 118.49%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $51.57. The impact to a portfolio due to this purchase was 0.73%. The holding were 74,106 shares as of .

Fusion Family Wealth LLC added to a holding in iShares Core MSCI Emerging Markets by 177.23%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.73. The impact to a portfolio due to this purchase was 0.53%. The holding were 56,017 shares as of .

Fusion Family Wealth LLC added to a holding in iShares MSCI EAFE by 120.52%. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $55.06. The impact to a portfolio due to this purchase was 0.24%. The holding were 22,352 shares as of .

Fusion Family Wealth LLC added to a holding in iShares Core S&P Mid-Cap by 50.29%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $158.97. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,815 shares as of .

Fusion Family Wealth LLC added to a holding in Comcast Corp by 695.12%. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $35.14. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,304 shares as of .

Fusion Family Wealth LLC sold out a holding in First Trust DJ Select MicroCap. The sale prices were between $26.98 and $50.37, with an estimated average price of $43.29.

Fusion Family Wealth LLC sold out a holding in Goldman Sachs Group Inc. The sale prices were between $134.97 and $249.72, with an estimated average price of $213.5.

Fusion Family Wealth LLC sold out a holding in Vanguard Total International Stock. The sale prices were between $36.75 and $56.64, with an estimated average price of $51.24.

Fusion Family Wealth LLC sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.

Fusion Family Wealth LLC sold out a holding in PennyMac Mortgage Investment Trust. The sale prices were between $5.68 and $23.57, with an estimated average price of $19.89.

Fusion Family Wealth LLC sold out a holding in Tesla Inc. The sale prices were between $361.22 and $917.42, with an estimated average price of $619.73.