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Private Advisor Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-295
Closed -$17K – 2144
2020
Q2 		$17K Buy
+295
New +$15.9K ﹤0.01% 2665

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Advisor Group's EUSA Position: Q3 2020 in Review

Private Advisor Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2020, closing a stake of 295 shares — an estimated $17K sold.

Private Advisor Group first reported a position in EUSA in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 44 funds tracked by Wall St. Rank hold EUSA as of Q3 2020.

  • Private Advisor Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 295 iShares MSCI USA Equal Weighted ETF shares in Q3 2020, an estimated $17K.
  • Private Advisor Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's iShares MSCI USA Equal Weighted ETF position peaked at $17K in Q2 2020.
  • 44 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.