Gradient Investments
EUSA icon

Gradient Investments’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Gradient Investments’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
Q4 		– Sell
-25
Closed -$1.9K – 1854
2023
Q3 		$1.9K Buy
+25
New +$1.97K ﹤0.01% 1191

Other funds holding EUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Ironwood Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's EUSA Position: Q4 2023 in Review

Gradient Investments sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2023, closing a stake of 25 shares — an estimated $1.9K sold.

Gradient Investments first reported a position in EUSA in Q3 2023 and held it in 1 quarter. The position peaked at $1.9K in Q3 2023. 89 funds tracked by Wall St. Rank hold EUSA as of Q4 2023.

  • Gradient Investments reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 25 iShares MSCI USA Equal Weighted ETF shares in Q4 2023, an estimated $1.9K.
  • Gradient Investments first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's iShares MSCI USA Equal Weighted ETF position peaked at $1.9K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.