Independent Financial Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Independent Financial Group’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	-17,169	Closed	-$1.52M	–	1148
2024 Q2	$1.52M	Buy	17,169 +1,448	+9%	+$128K	0.06%	293
2024 Q1	$1.43M	Buy	15,721 +2,047	+15%	+$176K	0.07%	292
2023 Q4	$1.15M	Sell	13,674 -1,275	-9%	-$98.5K	0.06%	323
2023 Q3	$1.12M	Buy	+14,949	New	+$1.18M	0.07%	288

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Independent Financial Group's EUSA Position: Q3 2024 in Review

Independent Financial Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2024, closing a stake of 17,169 shares — an estimated $1.52M sold.

Independent Financial Group first reported a position in EUSA in Q3 2023 and held it in 4 quarters. The position peaked at $1.52M in Q2 2024. 95 funds tracked by Wall St. Rank hold EUSA as of Q3 2024.

Independent Financial Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2024 after selling out during the quarter.
Independent Financial Group sold 17,169 iShares MSCI USA Equal Weighted ETF shares in Q3 2024, an estimated $1.52M.
Independent Financial Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and held it in 4 quarters.
Independent Financial Group's iShares MSCI USA Equal Weighted ETF position peaked at $1.52M in Q2 2024.
95 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.