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NBC Securities’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

NBC Securities’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
-445
Closed -$41K – 2108
2024
Q1 		$41K Hold
445
– – ﹤0.01% 1195
2023
Q4 		$37K Hold
445
– – ﹤0.01% 1223
2023
Q3 		$33K Buy
+445
New +$35.1K ﹤0.01% 1262

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 22.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Arkadios Wealth Advisors
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

NBC Securities's EUSA Position: Q2 2024 in Review

NBC Securities sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2024, closing a stake of 445 shares — an estimated $41K sold.

NBC Securities first reported a position in EUSA in Q3 2023 and held it in 3 quarters. The position peaked at $41K in Q1 2024. 97 funds tracked by Wall St. Rank hold EUSA as of Q2 2024.

  • NBC Securities reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 445 iShares MSCI USA Equal Weighted ETF shares in Q2 2024, an estimated $41K.
  • NBC Securities first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and held it in 3 quarters.
  • NBC Securities's iShares MSCI USA Equal Weighted ETF position peaked at $41K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.