Brewin Dolphin Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Brewin Dolphin Wealth Management’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
2022 Q2	$32K	Sell	460 -155	-25%	-$12K	﹤0.01%	215
2022 Q1	$52K	Hold	615	–	–	0.01%	193
2021 Q4	$55K	Hold	615	–	–	0.01%	191
2021 Q3	$51.5K	Hold	615	–	–	0.01%	191
2021 Q2	$52K	Hold	615	–	–	0.01%	189
2021 Q1	$48.2K	Buy	+615	New	+$46.6K	0.01%	180

Other funds holding EUSA

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return