Drive Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Drive Wealth Management’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
2024 Q3	–	Sell	-11,636	Closed	-$1.03M	–	330
2024 Q2	$1.03M	Buy	11,636 +44	+0.4%	+$3.88K	0.28%	72
2024 Q1	$1.05M	Buy	11,592 +7,312	+171%	+$629K	0.3%	69
2023 Q4	$361K	Hold	4,280	–	–	0.12%	164
2023 Q3	$323K	Buy	4,280 +500	+13%	+$39.5K	0.12%	162
2023 Q2	$298K	Buy	+3,780	New	+$285K	0.11%	177

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

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

DIA

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

Drive Wealth Management's EUSA Position: Q3 2024 in Review

Drive Wealth Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2024, closing a stake of 11,636 shares — an estimated $1.03M sold.

Drive Wealth Management first reported a position in EUSA in Q2 2023 and held it in 5 quarters. The position peaked at $1.05M in Q1 2024. 95 funds tracked by Wall St. Rank hold EUSA as of Q3 2024.

Drive Wealth Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2024 after selling out during the quarter.
Drive Wealth Management sold 11,636 iShares MSCI USA Equal Weighted ETF shares in Q3 2024, an estimated $1.03M.
Drive Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2023 and held it in 5 quarters.
Drive Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $1.05M in Q1 2024.
95 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.