Cetera Advisor Networks’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Cetera Advisor Networks’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	$655K	Sell	7,196 -112	-2%	-$9.64K	﹤0.01%	1750
2023 Q4	$617K	Buy	7,308 +361	+5%	+$27.9K	﹤0.01%	1710
2023 Q3	$523K	Buy	6,947 +311	+5%	+$24.6K	﹤0.01%	1728
2023 Q2	$523K	Buy	6,636 +75	+1%	+$5.65K	﹤0.01%	1680
2023 Q1	$496K	Sell	6,561 -204	-3%	-$15.5K	﹤0.01%	1698
2022 Q4	$493K	Buy	6,765 +361	+6%	+$26.2K	﹤0.01%	1657
2022 Q3	$428K	Buy	6,404 +1,063	+20%	+$79.2K	0.01%	1383
2022 Q2	$377K	Buy	5,341 +2,024	+61%	+$156K	﹤0.01%	1471
2022 Q1	$281K	Sell	3,317 -172	-5%	-$14.4K	﹤0.01%	1670
2021 Q4	$312K	Buy	3,489 +1,096	+46%	+$96.4K	﹤0.01%	1578
2021 Q3	$200K	Buy	2,393 +6	+0.3%	+$515	﹤0.01%	1802
2021 Q2	$202K	Buy	+2,387	New	+$197K	﹤0.01%	1758
2020 Q3	–	Sell	-600	Closed	-$34K	–	1756
2020 Q2	$34K	Buy	+600	New	+$32.3K	﹤0.01%	2109

Other funds holding EUSA

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

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

Cetera Advisor Networks's EUSA Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.5% in Q1 2024, selling an estimated $9.64K and leaving 7,196 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Cetera Advisor Networks first reported a position in EUSA in Q2 2020 and has held it in 13 quarters since. 100 funds tracked by Wall St. Rank hold EUSA as of Q1 2024.

Cetera Advisor Networks held 7,196 shares of iShares MSCI USA Equal Weighted ETF worth $655K as of Q1 2024.
Cetera Advisor Networks sold 112 iShares MSCI USA Equal Weighted ETF shares in Q1 2024, an estimated $9.64K.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1750 holding.
Cetera Advisor Networks first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2020 and has held it in 13 quarters since.
100 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.