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Strategic Blueprint’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Strategic Blueprint’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
Q1 		– Sell
-12,600
Closed -$919K – 526
2022
Q4 		$919K Buy
+12,600
New +$915K 0.11% 195

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
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
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
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
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

Strategic Blueprint's EUSA Position: Q1 2023 in Review

Strategic Blueprint sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2023, closing a stake of 12,600 shares — an estimated $919K sold.

Strategic Blueprint first reported a position in EUSA in Q4 2022 and held it in 1 quarter. The position peaked at $919K in Q4 2022. 72 funds tracked by Wall St. Rank hold EUSA as of Q1 2023.

  • Strategic Blueprint reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2023 after selling out during the quarter.
  • Strategic Blueprint sold 12,600 iShares MSCI USA Equal Weighted ETF shares in Q1 2023, an estimated $919K.
  • Strategic Blueprint first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and held it in 1 quarter.
  • Strategic Blueprint's iShares MSCI USA Equal Weighted ETF position peaked at $919K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2023.

Based on Strategic Blueprint's 13F filing for Q1 2023, filed 28 Apr 2023.