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Plante Moran Financial Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-166
Closed -$12.1K – 822
2022
Q4 		$12.1K Buy
+166
New +$12.1K ﹤0.01% 550

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

Plante Moran Financial Advisors's EUSA Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2023, closing a stake of 166 shares — an estimated $12.1K sold.

Plante Moran Financial Advisors first reported a position in EUSA in Q4 2022 and held it in 1 quarter. The position peaked at $12.1K in Q4 2022. 72 funds tracked by Wall St. Rank hold EUSA as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 166 iShares MSCI USA Equal Weighted ETF shares in Q1 2023, an estimated $12.1K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $12.1K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.