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Raymond James Financial Services Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Raymond James Financial Services 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
2024
Q3 		– Sell
-3,715
Closed -$328K – 3479
2024
Q2 		$328K Buy
3,715
+3
+0.1% +$265 ﹤0.01% 2818
2024
Q1 		$338K Sell
3,712
-73
-2% -$6.28K ﹤0.01% 2771
2023
Q4 		$320K Sell
3,785
-100
-3% -$7.73K ﹤0.01% 2697
2023
Q3 		$292K Sell
3,885
-89
-2% -$7.03K ﹤0.01% 2676
2023
Q2 		$313K Buy
3,974
+137
+4% +$10.3K ﹤0.01% 2632
2023
Q1 		$290K Sell
3,837
-302
-7% -$23K ﹤0.01% 2661
2022
Q4 		$302K Buy
4,139
+70
+2% +$5.09K ﹤0.01% 2576
2022
Q3 		$272K Buy
4,069
+221
+6% +$16.5K ﹤0.01% 2632
2022
Q2 		$272K Sell
3,848
-321
-8% -$24.8K ﹤0.01% 2661
2022
Q1 		$354K Buy
4,169
+3
+0.1% +$252 ﹤0.01% 2596
2021
Q4 		$373K Sell
4,166
-11
-0.3% -$967 ﹤0.01% 2560
2021
Q3 		$350K Sell
4,177
-350
-8% -$30K ﹤0.01% 2588
2021
Q2 		$383K Sell
4,527
-2,724
-38% -$225K ﹤0.01% 2550
2021
Q1 		$568K Buy
7,251
+33
+0.5% +$2.5K ﹤0.01% 2206
2020
Q4 		$521K Sell
7,218
-1,653
-19% -$111K ﹤0.01% 2120
2020
Q3 		$542K Sell
8,871
-19,595
-69% -$1.19M ﹤0.01% 1912
2020
Q2 		$1.63M Sell
28,466
-3,289
-10% -$177K 0.01% 1203
2020
Q1 		$1.48M Sell
31,755
-13,144
-29% -$775K 0.01% 1034
2019
Q4 		$2.87M Buy
44,899
+2,602
+6% +$160K 0.01% 989
2019
Q3 		$2.52M Buy
42,297
+7,107
+20% +$421K 0.01% 992
2019
Q2 		$2.09M Sell
35,190
-991
-3% -$57.7K 0.01% 1086
2019
Q1 		$2.08M Buy
36,181
+8,529
+31% +$472K 0.01% 1048
2018
Q4 		$1.38M Sell
27,652
-58,760
-68% -$3.19M 0.01% 1103
2018
Q3 		$5.09M Sell
86,412
-9,407
-10% -$550K 0.02% 647
2018
Q2 		$5.41M Sell
95,819
-20,348
-18% -$1.14M 0.03% 571
2018
Q1 		$6.4M Buy
116,167
+89,615
+338% +$5.06M 0.04% 465
2017
Q4 		$1.47M Sell
26,552
-121
-0.5% -$6.53K 0.01% 1053
2017
Q3 		$1.4M Sell
26,673
-287
-1% -$14.8K 0.01% 1095
2017
Q2 		$1.37M Sell
26,960
-146
-0.5% -$7.36K 0.01% 1067
2017
Q1 		$1.35M Sell
27,106
-2,271
-8% -$112K 0.01% 1008
2016
Q4 		$1.39M Sell
29,377
-2,045
-7% -$94.8K 0.01% 951
2016
Q3 		$1.45M Buy
+31,422
New +$1.44M 0.01% 896

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Raymond James Financial Services Advisors's EUSA Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2024, closing a stake of 3,715 shares — an estimated $328K sold.

Raymond James Financial Services Advisors first reported a position in EUSA in Q3 2016 and held it in 32 quarters. The position peaked at $6.4M in Q1 2018. 95 funds tracked by Wall St. Rank hold EUSA as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,715 iShares MSCI USA Equal Weighted ETF shares in Q3 2024, an estimated $328K.
  • Raymond James Financial Services Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2016 and held it in 32 quarters.
  • Raymond James Financial Services Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $6.4M in Q1 2018.
  • 95 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.