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Regal Wealth Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Regal Wealth 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
2023
Q4 		$295K Hold
3,572
– – 0.18% 36
2023
Q3 		$269K Hold
3,572
– – 0.18% 38
2023
Q2 		$279K Sell
3,572
-61
-2% -$4.59K 0.18% 38
2023
Q1 		$275K Buy
3,633
+10
+0.3% +$761 0.2% 41
2022
Q4 		$264K Buy
3,623
+10
+0.3% +$727 0.19% 38
2022
Q3 		$248K Sell
3,613
-541
-13% -$40.3K 0.19% 39
2022
Q2 		$293K Sell
4,154
-258
-6% -$19.9K 0.21% 40
2022
Q1 		$367K Buy
4,412
+12
+0.3% +$1.01K 0.23% 37
2021
Q4 		$394K Buy
4,400
+12
+0.3% +$1.05K 0.22% 40
2021
Q3 		$367K Buy
4,388
+13
+0.3% +$1.11K 0.22% 37
2021
Q2 		$370K Buy
4,375
+9
+0.2% +$742 0.22% 37
2021
Q1 		$342K Buy
4,366
+9
+0.2% +$682 0.2% 35
2020
Q4 		$315K Buy
4,357
+10
+0.2% +$672 0.19% 36
2020
Q3 		$265K Buy
4,347
+15
+0.3% +$910 0.21% 39
2020
Q2 		$248K Buy
4,332
+13
+0.3% +$699 0.2% 38
2020
Q1 		$201K Buy
4,319
+22
+0.5% +$1.3K 0.2% 37
2019
Q4 		$275K Sell
4,297
-1,046
-20% -$64.2K 0.18% 36
2019
Q3 		$319K Sell
5,343
-1,746
-25% -$103K 0.22% 33
2019
Q2 		$421K Buy
7,089
+25
+0.4% +$1.46K 0.29% 29
2019
Q1 		$405K Buy
7,064
+25
+0.4% +$1.38K 0.29% 30
2018
Q4 		$350K Buy
7,039
+30
+0.4% +$1.63K 0.32% 30
2018
Q3 		$413K Buy
7,009
+1
+0% +$58 0.28% 26
2018
Q2 		$395K Hold
7,008
– – 0.42% 28
2018
Q1 		$386K Buy
7,008
+2
+0% +$113 0.3% 27
2017
Q4 		$388K Sell
7,006
-180,145
-96% -$9.72M 0.27% 27
2017
Q3 		$9.82M Buy
187,151
+7,380
+4% +$380K 7.25% 4
2017
Q2 		$9.16M Buy
179,771
+2,048
+1% +$103K 7.12% 4
2017
Q1 		$8.86M Buy
177,723
+2,114
+1% +$104K 6.76% 4
2016
Q4 		$8.31M Buy
+175,609
New +$8.14M 6.75% 4

Other funds holding EUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Wealth Group's EUSA Position: Q4 2023 in Review

Regal Wealth Group held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q4 2023 at 3,572 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #36.

Regal Wealth Group first reported a position in EUSA in Q4 2016 and has held it in 29 quarters since. The position peaked at $9.82M in Q3 2017. 89 funds tracked by Wall St. Rank hold EUSA as of Q4 2023.

  • Regal Wealth Group held 3,572 shares of iShares MSCI USA Equal Weighted ETF worth $295K as of Q4 2023.
  • Regal Wealth Group left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q4 2023.
  • iShares MSCI USA Equal Weighted ETF made up 0.18% of Regal Wealth Group's portfolio in Q4 2023, its #36 holding.
  • Regal Wealth Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2016 and has held it in 29 quarters since.
  • Regal Wealth Group's iShares MSCI USA Equal Weighted ETF position peaked at $9.82M in Q3 2017.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.