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Pinnacle Private Wealth’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Pinnacle Private Wealth’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
Q2 		$244K Buy
+3,458
New +$267K 0.1% 228

Other funds holding EUSA

Envestnet Asset Management
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
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
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's EUSA Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2022: 3,458 shares worth $244K. The stake represents 0.1% of the portfolio and ranks #228 among its holdings.

71 funds tracked by Wall St. Rank hold EUSA as of Q2 2022.

  • Pinnacle Private Wealth held 3,458 shares of iShares MSCI USA Equal Weighted ETF worth $244K as of Q2 2022.
  • iShares MSCI USA Equal Weighted ETF was a new Pinnacle Private Wealth position in Q2 2022.
  • iShares MSCI USA Equal Weighted ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #228 holding.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.