CIBC Private Wealth Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

CIBC Private Wealth Group’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
2020 Q1	–	Sell	-8,429	Closed	-$539K	–	866
2019 Q4	$539K	Hold	8,429	–	–	﹤0.01%	694
2019 Q3	$503K	Hold	8,429	–	–	﹤0.01%	686
2019 Q2	$500K	Hold	8,429	–	–	﹤0.01%	711
2019 Q1	$483K	Hold	8,429	–	–	﹤0.01%	738
2018 Q4	$420K	Hold	8,429	–	–	﹤0.01%	717
2018 Q3	$497K	Buy	+8,429	New	+$493K	﹤0.01%	782

Other funds holding EUSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

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

JWBC

John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

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

NSB

Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

CIBC Private Wealth Group's EUSA Position: Q1 2020 in Review

CIBC Private Wealth Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2020, closing a stake of 8,429 shares — an estimated $539K sold.

CIBC Private Wealth Group first reported a position in EUSA in Q3 2018 and held it in 6 quarters. The position peaked at $539K in Q4 2019. 42 funds tracked by Wall St. Rank hold EUSA as of Q1 2020.

CIBC Private Wealth Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2020 after selling out during the quarter.
CIBC Private Wealth Group sold 8,429 iShares MSCI USA Equal Weighted ETF shares in Q1 2020, an estimated $539K.
CIBC Private Wealth Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2018 and held it in 6 quarters.
CIBC Private Wealth Group's iShares MSCI USA Equal Weighted ETF position peaked at $539K in Q4 2019.
42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2020.

Based on CIBC Private Wealth Group's 13F filing for Q1 2020, filed 15 May 2020.