Column Capital Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Column Capital Advisors’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
2023 Q3	$226K	Buy	2,999 +506	+20%	+$40K	0.03%	135
2023 Q2	$196K	Hold	2,493	–	–	0.03%	145
2023 Q1	$188K	Hold	2,493	–	–	0.03%	151
2022 Q4	$182K	Buy	2,493 +428	+21%	+$31.1K	0.03%	138
2022 Q3	$138K	Hold	2,065	–	–	0.03%	152
2022 Q2	$146K	Hold	2,065	–	–	0.03%	145
2022 Q1	$175K	Hold	2,065	–	–	0.03%	140
2021 Q4	$185K	Hold	2,065	–	–	0.04%	135
2021 Q3	$173K	Buy	+2,065	New	+$177K	0.04%	137

Other funds holding EUSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

RPCA

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Column Capital Advisors's EUSA Position: Q3 2023 in Review

Column Capital Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 20% in Q3 2023, buying an estimated $40K and bringing the position to 2,999 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #135.

Column Capital Advisors first reported a position in EUSA in Q3 2021 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold EUSA as of Q3 2023.

Column Capital Advisors held 2,999 shares of iShares MSCI USA Equal Weighted ETF worth $226K as of Q3 2023.
Column Capital Advisors bought 506 iShares MSCI USA Equal Weighted ETF shares in Q3 2023, an estimated $40K.
iShares MSCI USA Equal Weighted ETF made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #135 holding.
Column Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2021 and has held it in 9 quarters since.
78 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.