InterOcean Capital Group
EUSA icon

InterOcean Capital Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

InterOcean Capital 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
2023
Q1 		– Sell
-10,976
Closed -$801K – 434
2022
Q4 		$801K Buy
+10,976
New +$797K 0.03% 205

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Morgan Stanley
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DIA
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Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 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
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

InterOcean Capital Group's EUSA Position: Q1 2023 in Review

InterOcean Capital Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2023, closing a stake of 10,976 shares — an estimated $801K sold.

InterOcean Capital Group first reported a position in EUSA in Q4 2022 and held it in 1 quarter. The position peaked at $801K in Q4 2022. 72 funds tracked by Wall St. Rank hold EUSA as of Q1 2023.

  • InterOcean Capital Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 10,976 iShares MSCI USA Equal Weighted ETF shares in Q1 2023, an estimated $801K.
  • InterOcean Capital Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and held it in 1 quarter.
  • InterOcean Capital Group's iShares MSCI USA Equal Weighted ETF position peaked at $801K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.