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Abound Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Abound Wealth Management’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$109 – 1311
2024
Q2 		$109 Buy
+1
New +$88 ﹤0.01% 1152

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Abound Wealth Management's EUSA Position: Q3 2024 in Review

Abound Wealth Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2024, closing a stake of 1 share — an estimated $109 sold.

Abound Wealth Management first reported a position in EUSA in Q2 2024 and held it in 1 quarter. The position peaked at $109 in Q2 2024. 95 funds tracked by Wall St. Rank hold EUSA as of Q3 2024.

  • Abound Wealth Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 iShares MSCI USA Equal Weighted ETF share in Q3 2024, an estimated $109.
  • Abound Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $109 in Q2 2024.
  • 95 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.