Advisor Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Advisor Group’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
2019 Q4	$1.29M	Buy	20,150 +3	+0%	+$184	0.01%	1045
2019 Q3	$1.2M	Sell	20,147 -436	-2%	-$25.8K	0.01%	1033
2019 Q2	$1.22M	Buy	20,583 +3,794	+23%	+$221K	0.01%	1005
2019 Q1	$963K	Buy	16,789 +571	+4%	+$31.6K	0.01%	1112
2018 Q4	$807K	Buy	16,218 +117	+0.7%	+$6.36K	0.01%	1073
2018 Q3	$950K	Sell	16,101 -4,055	-20%	-$237K	0.01%	1014
2018 Q2	$1.14M	Buy	20,156 +3,176	+19%	+$178K	0.02%	799
2018 Q1	$935K	Buy	16,980 +8,791	+107%	+$496K	0.01%	915
2017 Q4	$454K	Buy	8,189 +8,067	+6,612%	+$435K	0.01%	1390
2017 Q3	$6K	Hold	122	–	–	﹤0.01%	4192
2017 Q2	$6K	Buy	+122	New	+$6.15K	﹤0.01%	4165

Other funds holding EUSA

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

Advisor Group's EUSA Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.01% in Q4 2019, buying an estimated $184 and bringing the position to 20,150 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1045.

Advisor Group first reported a position in EUSA in Q2 2017 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold EUSA as of Q4 2019.

Advisor Group held 20,150 shares of iShares MSCI USA Equal Weighted ETF worth $1.29M as of Q4 2019.
Advisor Group bought 3 iShares MSCI USA Equal Weighted ETF shares in Q4 2019, an estimated $184.
iShares MSCI USA Equal Weighted ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1045 holding.
Advisor Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2017 and has held it in 11 quarters since.
44 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.