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

ACG Wealth’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
2022
Q3 		– Sell
-225
Closed -$16K – 471
2022
Q2 		$16K Buy
+225
New +$17.4K ﹤0.01% 614

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
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
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

ACG Wealth's EUSA Position: Q3 2022 in Review

ACG Wealth sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2022, closing a stake of 225 shares — an estimated $16K sold.

ACG Wealth first reported a position in EUSA in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 66 funds tracked by Wall St. Rank hold EUSA as of Q3 2022.

  • ACG Wealth reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 225 iShares MSCI USA Equal Weighted ETF shares in Q3 2022, an estimated $16K.
  • ACG Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $16K in Q2 2022.
  • 66 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.