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Hirtle Callaghan & Co’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Hirtle Callaghan & Co’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
-7,450
Closed -$657K – 100
2024
Q2 		$657K Buy
+7,450
New +$657K 0.03% 66

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

Hirtle Callaghan & Co's EUSA Position: Q3 2024 in Review

Hirtle Callaghan & Co sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2024, closing a stake of 7,450 shares — an estimated $657K sold.

Hirtle Callaghan & Co first reported a position in EUSA in Q2 2024 and held it in 1 quarter. The position peaked at $657K in Q2 2024. 95 funds tracked by Wall St. Rank hold EUSA as of Q3 2024.

  • Hirtle Callaghan & Co reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 7,450 iShares MSCI USA Equal Weighted ETF shares in Q3 2024, an estimated $657K.
  • Hirtle Callaghan & Co first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and held it in 1 quarter.
  • Hirtle Callaghan & Co's iShares MSCI USA Equal Weighted ETF position peaked at $657K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2024, filed 13 Nov 2024.