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

Lineweaver Wealth 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
2020
Q2 		– Sell
-43,688
Closed -$2.04M – 82
2020
Q1 		$2.04M Buy
+43,688
New +$2.58M 1.28% 22

Other funds holding EUSA

Envestnet Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lineweaver Wealth Advisors's EUSA Position: Q2 2020 in Review

Lineweaver Wealth Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2020, closing a stake of 43,688 shares — an estimated $2.04M sold.

Lineweaver Wealth Advisors first reported a position in EUSA in Q1 2020 and held it in 1 quarter. The position peaked at $2.04M in Q1 2020. 42 funds tracked by Wall St. Rank hold EUSA as of Q2 2020.

  • Lineweaver Wealth Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 43,688 iShares MSCI USA Equal Weighted ETF shares in Q2 2020, an estimated $2.04M.
  • Lineweaver Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2020 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $2.04M in Q1 2020.
  • 42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.