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

Horan Securities’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 Q3	–	Sell	-1,836	Closed	-$145K	–	268
2023 Q2	$145K	Hold	1,836	–	–	0.06%	143
2023 Q1	$139K	Hold	1,836	–	–	0.07%	132
2022 Q4	$134K	Hold	1,836	–	–	0.08%	126
2022 Q3	$123K	Hold	1,836	–	–	0.08%	128
2022 Q2	$131K	Hold	1,836	–	–	0.08%	125
2022 Q1	$156K	Hold	1,836	–	–	0.09%	102
2021 Q4	$164K	Buy	+1,836	New	+$161K	0.1%	100
2021 Q2	$155K	Buy	+1,836	New	+$151K	0.11%	89

Other funds holding EUSA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return