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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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return