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Cassady Schiller Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Cassady Schiller 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
2024
Q4 		$193K Hold
2,020
– – 0.07% 121
2024
Q3 		$193K Hold
2,020
– – 0.07% 123
2024
Q2 		$178K Hold
2,020
– – 0.07% 120
2024
Q1 		$184K Buy
2,020
+600
+42% +$51.6K 0.08% 123
2023
Q4 		$120K Buy
1,420
+470
+49% +$36.3K 0.06% 137
2023
Q3 		$71.5K Buy
950
+450
+90% +$35.5K 0.04% 167
2023
Q2 		$39.4K Buy
+500
New +$37.6K 0.02% 215

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