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

Horan Capital 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
2020
Q4 		– Sell
-1,836
Closed -$112K – 144
2020
Q3 		$112K Buy
+1,836
New +$111K 0.06% 105

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Horan Capital Advisors's EUSA Position: Q4 2020 in Review

Horan Capital Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2020, closing a stake of 1,836 shares — an estimated $112K sold.

Horan Capital Advisors first reported a position in EUSA in Q3 2020 and held it in 1 quarter. The position peaked at $112K in Q3 2020. 42 funds tracked by Wall St. Rank hold EUSA as of Q4 2020.

  • Horan Capital Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 1,836 iShares MSCI USA Equal Weighted ETF shares in Q4 2020, an estimated $112K.
  • Horan Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2020 and held it in 1 quarter.
  • Horan Capital Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $112K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.