FundX Investment Group, LLC Buys iShares MSCI KLD 400 Social Index Fund, BTC iShares MSCI USA Quality Factor ETF, iShares S&P 100 ETF, Sells SPDR Homebuilders ETF, iShares Russell 2000 Value ETF, Invesco Water Resources ETF

San Francisco, CA, based Investment company FundX Investment Group, LLC (Current Portfolio) buys iShares MSCI KLD 400 Social Index Fund, BTC iShares MSCI USA Quality Factor ETF, iShares S&P 100 ETF, Invesco S&P 500 Pure Growth ETF, PowerShares QQQ Trust Ser 1, sells SPDR Homebuilders ETF, iShares Russell 2000 Value ETF, Invesco Water Resources ETF, SPDR Retail ETF, Nuveen ESG Mid-Cap Value ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, FundX Investment Group, LLC. As of 2021Q4, FundX Investment Group, LLC owns 45 stocks with a total value of $411 million. These are the details of the buys and sells.

For the details of FundX Investment Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fundx+investment+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of FundX Investment Group, LLC
  1. iShares MSCI KLD 400 Social Index Fund (DSI) - 559,905 shares, 12.66% of the total portfolio. New Position
  2. Invesco S&P 500 Pure Value ETF (RPV) - 562,977 shares, 11.07% of the total portfolio. Shares reduced by 6.28%
  3. iShares S&P Mid-Cap 400 Value ETF (IJJ) - 407,912 shares, 10.98% of the total portfolio. Shares reduced by 0.47%
  4. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 306,735 shares, 10.86% of the total portfolio. New Position
  5. iShares S&P 100 ETF (OEF) - 168,493 shares, 8.98% of the total portfolio. New Position
New Purchase: iShares MSCI KLD 400 Social Index Fund (DSI)

FundX Investment Group, LLC initiated holding in iShares MSCI KLD 400 Social Index Fund. The purchase prices were between $83.16 and $93.49, with an estimated average price of $90.04. The stock is now traded at around $84.050000. The impact to a portfolio due to this purchase was 12.66%. The holding were 559,905 shares as of 2021-12-31.

New Purchase: BTC iShares MSCI USA Quality Factor ETF (QUAL)

FundX Investment Group, LLC initiated holding in BTC iShares MSCI USA Quality Factor ETF. The purchase prices were between $130.52 and $146.3, with an estimated average price of $141.15. The stock is now traded at around $129.890000. The impact to a portfolio due to this purchase was 10.86%. The holding were 306,735 shares as of 2021-12-31.

New Purchase: iShares S&P 100 ETF (OEF)

FundX Investment Group, LLC initiated holding in iShares S&P 100 ETF. The purchase prices were between $196.36 and $220.94, with an estimated average price of $211.69. The stock is now traded at around $200.320000. The impact to a portfolio due to this purchase was 8.98%. The holding were 168,493 shares as of 2021-12-31.

New Purchase: Invesco S&P 500 Quality ETF (SPHQ)

FundX Investment Group, LLC initiated holding in Invesco S&P 500 Quality ETF. The purchase prices were between $48.34 and $53.36, with an estimated average price of $51.5. The stock is now traded at around $49.330000. The impact to a portfolio due to this purchase was 1.26%. The holding were 97,668 shares as of 2021-12-31.

New Purchase: iShares ESG MSCI USA Leaders ETF (SUSL)

FundX Investment Group, LLC initiated holding in iShares ESG MSCI USA Leaders ETF. The purchase prices were between $75.3 and $84.98, with an estimated average price of $81.6. The stock is now traded at around $76.540000. The impact to a portfolio due to this purchase was 0.78%. The holding were 37,769 shares as of 2021-12-31.

New Purchase: Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)

FundX Investment Group, LLC initiated holding in Xtrackers MSCI USA ESG Leaders Equity ETF. The purchase prices were between $39.66 and $44.71, with an estimated average price of $42.93. The stock is now traded at around $40.360000. The impact to a portfolio due to this purchase was 0.57%. The holding were 52,604 shares as of 2021-12-31.

Added: Invesco S&P 500 Pure Growth ETF (RPG)

FundX Investment Group, LLC added to a holding in Invesco S&P 500 Pure Growth ETF by 1114.26%. The purchase prices were between $188.9 and $220.95, with an estimated average price of $208.22. The stock is now traded at around $174.660000. The impact to a portfolio due to this purchase was 8.15%. The holding were 173,165 shares as of 2021-12-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

FundX Investment Group, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 68.43%. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $344.570000. The impact to a portfolio due to this purchase was 1.49%. The holding were 37,956 shares as of 2021-12-31.

Added: MSCI USA ESG Select ETF (SUSA)

FundX Investment Group, LLC added to a holding in MSCI USA ESG Select ETF by 176.43%. The purchase prices were between $95.5 and $106.67, with an estimated average price of $102.66. The stock is now traded at around $95.250000. The impact to a portfolio due to this purchase was 0.75%. The holding were 45,124 shares as of 2021-12-31.

Added: Technology Select Sector SPDR ETF (XLK)

FundX Investment Group, LLC added to a holding in Technology Select Sector SPDR ETF by 647.95%. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $152.430000. The impact to a portfolio due to this purchase was 0.72%. The holding were 19,656 shares as of 2021-12-31.

Added: Invesco BuyBack Achievers ETF (PKW)

FundX Investment Group, LLC added to a holding in Invesco BuyBack Achievers ETF by 42.10%. The purchase prices were between $90.47 and $97.92, with an estimated average price of $94.76. The stock is now traded at around $88.900000. The impact to a portfolio due to this purchase was 0.63%. The holding were 90,061 shares as of 2021-12-31.

Added: Fidelity Nasdaq Composite Tracking Stock (ONEQ)

FundX Investment Group, LLC added to a holding in Fidelity Nasdaq Composite Tracking Stock by 157.54%. The purchase prices were between $55.34 and $62.35, with an estimated average price of $59.87. The stock is now traded at around $52.710000. The impact to a portfolio due to this purchase was 0.31%. The holding were 33,738 shares as of 2021-12-31.

Sold Out: SPDR Homebuilders ETF (XHB)

FundX Investment Group, LLC sold out a holding in SPDR Homebuilders ETF. The sale prices were between $71.66 and $86.13, with an estimated average price of $80.15.

Sold Out: Nuveen ESG Mid-Cap Value ETF (NUMV)

FundX Investment Group, LLC sold out a holding in Nuveen ESG Mid-Cap Value ETF. The sale prices were between $34.29 and $37.08, with an estimated average price of $36.04.

Sold Out: SPDR Bloomberg Convertible Securities ETF (CWB)

FundX Investment Group, LLC sold out a holding in SPDR Bloomberg Convertible Securities ETF. The sale prices were between $80.7 and $88.64, with an estimated average price of $84.95.



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