Almanack Investment Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Almanack Investment Partners’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
2018 Q3	–	Sell	-2,147	Closed	-$121K	–	273
2018 Q2	$121K	Hold	2,147	–	–	0.05%	137
2018 Q1	$117K	Buy	+2,147	New	+$121K	0.05%	167
2017 Q3	–	Sell	-5,890	Closed	-$300K	–	163
2017 Q2	$300K	Buy	+5,890	New	+$297K	0.17%	89

Other funds holding EUSA

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

AWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Almanack Investment Partners's EUSA Position: Q3 2018 in Review

Almanack Investment Partners sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2018, closing a stake of 2,147 shares — an estimated $121K sold.

Almanack Investment Partners first reported a position in EUSA in Q2 2017 and held it in 3 quarters. The position peaked at $300K in Q2 2017. 35 funds tracked by Wall St. Rank hold EUSA as of Q3 2018.

Almanack Investment Partners reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2018 after selling out during the quarter.
Almanack Investment Partners sold 2,147 iShares MSCI USA Equal Weighted ETF shares in Q3 2018, an estimated $121K.
Almanack Investment Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2017 and held it in 3 quarters.
Almanack Investment Partners's iShares MSCI USA Equal Weighted ETF position peaked at $300K in Q2 2017.
35 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2018.

Based on Almanack Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.