EFS
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Essex Financial Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Essex Financial Services’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
Q2 		– Sell
-4,226
Closed -$319K – 487
2023
Q1 		$319K Buy
+4,226
New +$322K 0.03% 365

Other funds holding EUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Essex Financial Services's EUSA Position: Q2 2023 in Review

Essex Financial Services sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2023, closing a stake of 4,226 shares — an estimated $319K sold.

Essex Financial Services first reported a position in EUSA in Q1 2023 and held it in 1 quarter. The position peaked at $319K in Q1 2023. 71 funds tracked by Wall St. Rank hold EUSA as of Q2 2023.

  • Essex Financial Services reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2023 after selling out during the quarter.
  • Essex Financial Services sold 4,226 iShares MSCI USA Equal Weighted ETF shares in Q2 2023, an estimated $319K.
  • Essex Financial Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2023 and held it in 1 quarter.
  • Essex Financial Services's iShares MSCI USA Equal Weighted ETF position peaked at $319K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.