Prospera Financial Services
EUSA icon

Prospera Financial Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Prospera Financial Services’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 		– Sell
-131
Closed -$11K – 1906
2022
Q1 		$11K Buy
+131
New +$11K ﹤0.01% 1992
2020
Q4 		– Sell
-131
Closed -$8K – 926
2020
Q3 		$8K Buy
+131
New +$7.95K ﹤0.01% 1167

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
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
Arkadios Wealth Advisors
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

Prospera Financial Services's EUSA Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2022, closing a stake of 131 shares — an estimated $11K sold.

Prospera Financial Services first reported a position in EUSA in Q3 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 71 funds tracked by Wall St. Rank hold EUSA as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 131 iShares MSCI USA Equal Weighted ETF shares in Q2 2022, an estimated $11K.
  • Prospera Financial Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's iShares MSCI USA Equal Weighted ETF position peaked at $11K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.