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	–	956
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

AWA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

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 $495B AUM 43.24% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Optimum Investment Advisors's EUSA Position: Q2 2019 in Review

Optimum Investment Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2019, closing a stake of 3,090 shares — an estimated $177K sold.

Optimum Investment Advisors first reported a position in EUSA in Q1 2018 and held it in 5 quarters. The position peaked at $182K in Q3 2018. 42 funds tracked by Wall St. Rank hold EUSA as of Q2 2019.

Optimum Investment Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2019 after selling out during the quarter.
Optimum Investment Advisors sold 3,090 iShares MSCI USA Equal Weighted ETF shares in Q2 2019, an estimated $177K.
Optimum Investment Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2018 and held it in 5 quarters.
Optimum Investment Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $182K in Q3 2018.
42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.