Certified Advisory Corp’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Certified Advisory Corp’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
2018 Q4	–	Sell	-180	Closed	-$11K	–	755
2018 Q3	$11K	Buy	+180	New	+$10.5K	0.01%	549

Other funds holding EUSA

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RCG

Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Certified Advisory Corp's EUSA Position: Q4 2018 in Review

Certified Advisory Corp sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2018, closing a stake of 180 shares — an estimated $11K sold.

Certified Advisory Corp first reported a position in EUSA in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 36 funds tracked by Wall St. Rank hold EUSA as of Q4 2018.

Certified Advisory Corp reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 180 iShares MSCI USA Equal Weighted ETF shares in Q4 2018, an estimated $11K.
Certified Advisory Corp first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2018 and held it in 1 quarter.
Certified Advisory Corp's iShares MSCI USA Equal Weighted ETF position peaked at $11K in Q3 2018.
36 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.