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Aspiriant LLC’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Aspiriant LLC’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
Q1 		– Sell
-3,422
Closed -$289K – 321
2023
Q4 		$289K Sell
3,422
-527
-13% -$40.7K 0.01% 248
2023
Q3 		$297K Hold
3,949
– – 0.02% 227
2023
Q2 		$311K Hold
3,949
– – 0.02% 216
2023
Q1 		$298K Hold
3,949
– – 0.02% 219
2022
Q4 		$288K Buy
+3,949
New +$287K 0.01% 217

Other funds holding EUSA

HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Aspiriant LLC's EUSA Position: Q1 2024 in Review

Aspiriant LLC sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2024, closing a stake of 3,422 shares — an estimated $289K sold.

Aspiriant LLC first reported a position in EUSA in Q4 2022 and held it in 5 quarters. The position peaked at $311K in Q2 2023. 100 funds tracked by Wall St. Rank hold EUSA as of Q1 2024.

  • Aspiriant LLC reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2024 after selling out during the quarter.
  • Aspiriant LLC sold 3,422 iShares MSCI USA Equal Weighted ETF shares in Q1 2024, an estimated $289K.
  • Aspiriant LLC first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and held it in 5 quarters.
  • Aspiriant LLC's iShares MSCI USA Equal Weighted ETF position peaked at $311K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2024.

Based on Aspiriant LLC's 13F filing for Q1 2024, filed 15 Apr 2024.