State Street’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

State Street’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
2017 Q4	–	Sell	-58,800	Closed	-$3.08M	–	3736
2017 Q3	$3.08M	Hold	58,800	–	–	﹤0.01%	3020
2017 Q2	$3M	Buy	+58,800	New	+$2.96M	﹤0.01%	2972

Other funds holding EUSA

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

State Street's EUSA Position: Q4 2017 in Review

State Street sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2017, closing a stake of 58,800 shares — an estimated $3.08M sold.

State Street first reported a position in EUSA in Q2 2017 and held it in 2 quarters. The position peaked at $3.08M in Q3 2017. 27 funds tracked by Wall St. Rank hold EUSA as of Q4 2017.

State Street reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2017 after selling out during the quarter.
State Street sold 58,800 iShares MSCI USA Equal Weighted ETF shares in Q4 2017, an estimated $3.08M.
State Street first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2017 and held it in 2 quarters.
State Street's iShares MSCI USA Equal Weighted ETF position peaked at $3.08M in Q3 2017.
27 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2017.

Based on State Street's 13F filing for Q4 2017, filed 14 Feb 2018.