RCG
EUSA icon

Ruggie Capital Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Ruggie Capital 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
2019
Q4 		– Sell
-6,784
Closed -$405K – 50
2019
Q3 		$405K Buy
+6,784
New +$402K 0.54% 50
2019
Q2 		– Sell
-6,909
Closed -$396K – 294
2019
Q1 		$396K Sell
6,909
-42,766
-86% -$2.37M 0.47% 53
2018
Q4 		$2.47M Buy
49,675
+42,257
+570% +$2.3M 1.11% 27
2018
Q3 		$437K Buy
7,418
+1,627
+28% +$95.1K 0.29% 69
2018
Q2 		$327K Buy
+5,791
New +$325K 0.17% 83

Other funds holding EUSA

AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return