Legal Advantage Investments’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Legal Advantage Investments’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 Q2	–	Sell	-8,613	Closed	-$651K	–	93
2023 Q1	$651K	Sell	8,613 -6,900	-44%	-$525K	0.48%	56
2022 Q4	$1.13M	Buy	15,513 +5,202	+50%	+$378K	0.93%	32
2022 Q3	$689K	Buy	10,311 +3	+0%	+$224	0.65%	45
2022 Q2	$728K	Buy	+10,308	New	+$796K	0.71%	38
2021 Q1	–	Sell	-2,009	Closed	-$145K	–	79
2020 Q4	$145K	Buy	+2,009	New	+$135K	0.11%	79

Other funds holding EUSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

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

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

DIA

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

RPCA

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

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

Legal Advantage Investments's EUSA Position: Q2 2023 in Review

Legal Advantage Investments sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2023, closing a stake of 8,613 shares — an estimated $651K sold.

Legal Advantage Investments first reported a position in EUSA in Q4 2020 and held it in 5 quarters. The position peaked at $1.13M in Q4 2022. 71 funds tracked by Wall St. Rank hold EUSA as of Q2 2023.

Legal Advantage Investments reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2023 after selling out during the quarter.
Legal Advantage Investments sold 8,613 iShares MSCI USA Equal Weighted ETF shares in Q2 2023, an estimated $651K.
Legal Advantage Investments first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2020 and held it in 5 quarters.
Legal Advantage Investments's iShares MSCI USA Equal Weighted ETF position peaked at $1.13M in Q4 2022.
71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2023.

Based on Legal Advantage Investments's 13F filing for Q2 2023, filed 31 Jul 2023.