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 $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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

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

Cordasco Financial Network's EUSA Position: Q3 2020 in Review

Cordasco Financial Network sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2020, closing a stake of 148 shares — an estimated $8K sold.

Cordasco Financial Network first reported a position in EUSA in Q4 2018 and held it in 7 quarters. The position peaked at $11K in Q1 2019. 44 funds tracked by Wall St. Rank hold EUSA as of Q3 2020.

Cordasco Financial Network reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2020 after selling out during the quarter.
Cordasco Financial Network sold 148 iShares MSCI USA Equal Weighted ETF shares in Q3 2020, an estimated $8K.
Cordasco Financial Network first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2018 and held it in 7 quarters.
Cordasco Financial Network's iShares MSCI USA Equal Weighted ETF position peaked at $11K in Q1 2019.
44 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2020.

Based on Cordasco Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.