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Harborview Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Harborview Advisors’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
2021
Q3 		$424K Sell
5,071
-82
-2% -$7.04K 0.24% 68
2021
Q2 		$436K Buy
+5,153
New +$425K 0.24% 68

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harborview Advisors's EUSA Position: Q3 2021 in Review

Harborview Advisors reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.6% in Q3 2021, selling an estimated $7.04K and leaving 5,071 shares worth $424K. The position accounts for 0.24% of the portfolio, ranked #68.

Harborview Advisors first reported a position in EUSA in Q2 2021 and has held it in 2 quarters since. The position peaked at $436K in Q2 2021. 59 funds tracked by Wall St. Rank hold EUSA as of Q3 2021.

  • Harborview Advisors held 5,071 shares of iShares MSCI USA Equal Weighted ETF worth $424K as of Q3 2021.
  • Harborview Advisors sold 82 iShares MSCI USA Equal Weighted ETF shares in Q3 2021, an estimated $7.04K.
  • iShares MSCI USA Equal Weighted ETF made up 0.24% of Harborview Advisors's portfolio in Q3 2021, its #68 holding.
  • Harborview Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2021 and has held it in 2 quarters since.
  • Harborview Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $436K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.