Impact Partnership Wealth
EUSA icon

Impact Partnership Wealth’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-21
Closed -$1.77K – 760
2023
Q4 		$1.77K Buy
+21
New +$1.62K ﹤0.01% 708

Other funds holding EUSA

HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Impact Partnership Wealth's EUSA Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2024, closing a stake of 21 shares — an estimated $1.77K sold.

Impact Partnership Wealth first reported a position in EUSA in Q4 2023 and held it in 1 quarter. The position peaked at $1.77K in Q4 2023. 100 funds tracked by Wall St. Rank hold EUSA as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 21 iShares MSCI USA Equal Weighted ETF shares in Q1 2024, an estimated $1.77K.
  • Impact Partnership Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $1.77K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.