Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CFN
Cordasco Financial Network’s
iShares MSCI USA Equal Weighted ETF
EUSA
Stock Holding History
Cordasco Financial Network’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
Q3
–
Sell
-148
Closed
-$8K
–
530
2020
Q2
$8K
Hold
148
–
–
0.01%
308
2020
Q1
$7K
Hold
148
–
–
0.01%
290
2019
Q4
$9K
Hold
148
–
–
0.01%
290
2019
Q3
$9K
Hold
148
–
–
0.01%
297
2019
Q2
$9K
Sell
148
-52
-26%
-$3.03K
0.01%
292
2019
Q1
$11K
Hold
200
–
–
0.01%
289
2018
Q4
$10K
Buy
+200
New
+$10.9K
0.01%
238
Other funds holding EUSA
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
IF
Ironwood Financial
Tucson, Arizona
$573M AUM
13.51%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
DIA
Davidson Investment Advisors
Great Falls, Montana
$2.32B AUM
21.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close