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

Pantheon Investment 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
2021
Q4 		$460K Sell
5,221
-86
-2% -$7.56K 0.36% 61
2021
Q3 		$440K Sell
5,307
-135
-2% -$11.6K 0.38% 61
2021
Q2 		$460K Buy
5,442
+814
+18% +$67.1K 0.39% 62
2021
Q1 		$363K Buy
+4,628
New +$351K 0.35% 64

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Pantheon Investment Group's EUSA Position: Q4 2021 in Review

Pantheon Investment Group reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.6% in Q4 2021, selling an estimated $7.56K and leaving 5,221 shares worth $460K. The position accounts for 0.36% of the portfolio, ranked #61.

Pantheon Investment Group first reported a position in EUSA in Q1 2021 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold EUSA as of Q4 2021.

  • Pantheon Investment Group held 5,221 shares of iShares MSCI USA Equal Weighted ETF worth $460K as of Q4 2021.
  • Pantheon Investment Group sold 86 iShares MSCI USA Equal Weighted ETF shares in Q4 2021, an estimated $7.56K.
  • iShares MSCI USA Equal Weighted ETF made up 0.36% of Pantheon Investment Group's portfolio in Q4 2021, its #61 holding.
  • Pantheon Investment Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2021 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.