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

JOYN 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
2014 Q3	–	Sell	-3	Closed	–	–	26
2014 Q2	$0	Buy	+3	New	+$123	﹤0.01%	31

Other funds holding EUSA

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JOYN Advisors's EUSA Position: Q3 2014 in Review

JOYN Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2014, closing a stake of 3 shares.

JOYN Advisors first reported a position in EUSA in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 9 funds tracked by Wall St. Rank hold EUSA as of Q3 2014.

JOYN Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2014 after selling out during the quarter.
JOYN Advisors sold 3 iShares MSCI USA Equal Weighted ETF shares in Q3 2014.
JOYN Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2014 and held it in 1 quarter.
JOYN Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $0 in Q2 2014.
9 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2014.

Based on JOYN Advisors's 13F filing for Q3 2014, filed 30 Oct 2014.