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Sigma Planning Corp’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-5,525
Closed -$435K – 1235
2023
Q2 		$435K Buy
+5,525
New +$416K 0.02% 786

Other funds holding EUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Sigma Planning Corp's EUSA Position: Q3 2023 in Review

Sigma Planning Corp sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2023, closing a stake of 5,525 shares — an estimated $435K sold.

Sigma Planning Corp first reported a position in EUSA in Q2 2023 and held it in 1 quarter. The position peaked at $435K in Q2 2023. 78 funds tracked by Wall St. Rank hold EUSA as of Q3 2023.

  • Sigma Planning Corp reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 5,525 iShares MSCI USA Equal Weighted ETF shares in Q3 2023, an estimated $435K.
  • Sigma Planning Corp first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2023 and held it in 1 quarter.
  • Sigma Planning Corp's iShares MSCI USA Equal Weighted ETF position peaked at $435K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.