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

Mather 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
Q2 		– Sell
-115
Closed -$9.71K – 2227
2024
Q1 		$9.71K Buy
+115
New +$9.9K ﹤0.01% 1204

Other funds holding EUSA

HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's EUSA Position: Q2 2024 in Review

Mather Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2024, closing a stake of 115 shares — an estimated $9.71K sold.

Mather Group first reported a position in EUSA in Q1 2024 and held it in 1 quarter. The position peaked at $9.71K in Q1 2024. 97 funds tracked by Wall St. Rank hold EUSA as of Q2 2024.

  • Mather Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 115 iShares MSCI USA Equal Weighted ETF shares in Q2 2024, an estimated $9.71K.
  • Mather Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's iShares MSCI USA Equal Weighted ETF position peaked at $9.71K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.