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

Optimum Investment 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
2019 Q2	–	Sell	-3,090	Closed	-$177K	–	961
2019 Q1	$177K	Hold	3,090	–	–	0.06%	286
2018 Q4	$154K	Hold	3,090	–	–	0.05%	295
2018 Q3	$182K	Hold	3,090	–	–	0.05%	318
2018 Q2	$174K	Buy	3,090 +1,340	+77%	+$75.1K	0.05%	313
2018 Q1	$96K	Buy	+1,750	New	+$98.7K	0.03%	410

Other funds holding EUSA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of America

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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return