SWM
EUSA icon

Spire Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-1,123
Closed -$79K – 2299
2022
Q2 		$79K Buy
1,123
+1
+0.1% +$77 ﹤0.01% 1118
2022
Q1 		$95K Sell
1,122
-308
-22% -$25.9K ﹤0.01% 1179
2021
Q4 		$128K Buy
+1,430
New +$126K ﹤0.01% 1302

Other funds holding EUSA

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Spire Wealth Management's EUSA Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2022, closing a stake of 1,123 shares — an estimated $79K sold.

Spire Wealth Management first reported a position in EUSA in Q4 2021 and held it in 3 quarters. The position peaked at $128K in Q4 2021. 66 funds tracked by Wall St. Rank hold EUSA as of Q3 2022.

  • Spire Wealth Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,123 iShares MSCI USA Equal Weighted ETF shares in Q3 2022, an estimated $79K.
  • Spire Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $128K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.