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Focus Financial Network’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Focus 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
2022
Q1 		– Sell
-3,364
Closed -$301K – 541
2021
Q4 		$301K Buy
+3,364
New +$296K 0.04% 285

Other funds holding EUSA

Envestnet Asset Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Focus Financial Network's EUSA Position: Q1 2022 in Review

Focus Financial Network sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2022, closing a stake of 3,364 shares — an estimated $301K sold.

Focus Financial Network first reported a position in EUSA in Q4 2021 and held it in 1 quarter. The position peaked at $301K in Q4 2021. 70 funds tracked by Wall St. Rank hold EUSA as of Q1 2022.

  • Focus Financial Network reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2022 after selling out during the quarter.
  • Focus Financial Network sold 3,364 iShares MSCI USA Equal Weighted ETF shares in Q1 2022, an estimated $301K.
  • Focus Financial Network first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and held it in 1 quarter.
  • Focus Financial Network's iShares MSCI USA Equal Weighted ETF position peaked at $301K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2022.

Based on Focus Financial Network's 13F filing for Q1 2022, filed 24 Jul 2024.