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

Outlook 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
2022 Q4	–	Sell	-13,971	Closed	-$933K	–	177
2022 Q3	$933K	Buy	13,971 +1,052	+8%	+$78.4K	0.42%	55
2022 Q2	$913K	Sell	12,919 -345	-3%	-$26.6K	0.37%	64
2022 Q1	$1.13M	Sell	13,264 -226	-2%	-$19K	0.38%	63
2021 Q4	$1.21M	Sell	13,490 -1,892	-12%	-$166K	0.35%	59
2021 Q3	$1.29M	Buy	15,382 +1,968	+15%	+$169K	0.42%	62
2021 Q2	$1.13M	Buy	+13,414	New	+$1.11M	0.36%	70
2020 Q1	–	Sell	-38,911	Closed	-$2.49M	–	164
2019 Q4	$2.49M	Buy	38,911 +2,489	+7%	+$153K	1.4%	18
2019 Q3	$2.17M	Sell	36,422 -431	-1%	-$25.5K	1.29%	16
2019 Q2	$2.19M	Buy	36,853 +11,601	+46%	+$676K	1.44%	13
2019 Q1	$1.45M	Buy	+25,252	New	+$1.4M	1.19%	18

Other funds holding EUSA

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

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 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

RPCA

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Outlook Wealth Advisors's EUSA Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2022, closing a stake of 13,971 shares — an estimated $933K sold.

Outlook Wealth Advisors first reported a position in EUSA in Q1 2019 and held it in 10 quarters. The position peaked at $2.49M in Q4 2019. 71 funds tracked by Wall St. Rank hold EUSA as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 13,971 iShares MSCI USA Equal Weighted ETF shares in Q4 2022, an estimated $933K.
Outlook Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2019 and held it in 10 quarters.
Outlook Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $2.49M in Q4 2019.
71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.