Aspire Private Capital’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-85	Closed	-$8.17K	–	315
2024 Q3	$8.17K	Hold	85	–	–	﹤0.01%	410
2024 Q2	$7.5K	Hold	85	–	–	﹤0.01%	419
2024 Q1	$7.71K	Buy	85 +1	+1%	+$86	﹤0.01%	430
2023 Q4	$7.13K	Buy	84 +1	+1%	+$77	﹤0.01%	432
2023 Q3	$6.29K	Sell	83 -1	-1%	-$79	﹤0.01%	453
2023 Q2	$6.59K	Buy	84 +1	+1%	+$75	﹤0.01%	421
2023 Q1	$6.3K	Buy	+83	New	+$6.32K	﹤0.01%	415

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Aspire Private Capital's EUSA Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2024, closing a stake of 85 shares — an estimated $8.17K sold.

Aspire Private Capital first reported a position in EUSA in Q1 2023 and held it in 7 quarters. The position peaked at $8.17K in Q3 2024. 111 funds tracked by Wall St. Rank hold EUSA as of Q4 2024.

Aspire Private Capital reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 85 iShares MSCI USA Equal Weighted ETF shares in Q4 2024, an estimated $8.17K.
Aspire Private Capital first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2023 and held it in 7 quarters.
Aspire Private Capital's iShares MSCI USA Equal Weighted ETF position peaked at $8.17K in Q3 2024.
111 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.