CIBC Bank USA’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

CIBC Bank USA’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
2019 Q4	$484K	Sell	7,567 -29	-0.4%	-$1.78K	0.06%	178
2019 Q3	$453K	Sell	7,596 -157	-2%	-$9.3K	0.06%	175
2019 Q2	$460K	Hold	7,753	–	–	0.06%	165
2019 Q1	$445K	Hold	7,753	–	–	0.06%	164
2018 Q4	$386K	Buy	7,753 +2,894	+60%	+$157K	0.06%	166
2018 Q3	$287K	Buy	4,859 +312	+7%	+$18.2K	0.04%	205
2018 Q2	$256K	Hold	4,547	–	–	0.04%	214
2018 Q1	$250K	Sell	4,547 -3,567	-44%	-$201K	0.03%	220
2017 Q4	$450K	Buy	8,114 +17	+0.2%	+$917	0.06%	166
2017 Q3	$425K	Buy	+8,097	New	+$416K	0.06%	167

Other funds holding EUSA

AWA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return

CIBC Bank USA's EUSA Position: Q4 2019 in Review

CIBC Bank USA reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.38% in Q4 2019, selling an estimated $1.78K and leaving 7,567 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #178.

CIBC Bank USA first reported a position in EUSA in Q3 2017 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold EUSA as of Q4 2019.

CIBC Bank USA held 7,567 shares of iShares MSCI USA Equal Weighted ETF worth $484K as of Q4 2019.
CIBC Bank USA sold 29 iShares MSCI USA Equal Weighted ETF shares in Q4 2019, an estimated $1.78K.
iShares MSCI USA Equal Weighted ETF made up 0.06% of CIBC Bank USA's portfolio in Q4 2019, its #178 holding.
CIBC Bank USA first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2017 and has held it in 10 quarters since.
44 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.