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Stratos Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-4,303
Closed -$254K – 1308
2018
Q3 		$254K Buy
+4,303
New +$251K 0.01% 771
2018
Q2 		– Sell
-1,834
Closed -$101K – 1447
2018
Q1 		$101K Buy
1,834
+16
+0.9% +$903 ﹤0.01% 1194
2017
Q4 		$101K Buy
+1,818
New +$98.1K ﹤0.01% 1183

Other funds holding EUSA

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Partners's EUSA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2018, closing a stake of 4,303 shares — an estimated $254K sold.

Stratos Wealth Partners first reported a position in EUSA in Q4 2017 and held it in 3 quarters. The position peaked at $254K in Q3 2018. 36 funds tracked by Wall St. Rank hold EUSA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,303 iShares MSCI USA Equal Weighted ETF shares in Q4 2018, an estimated $254K.
  • Stratos Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $254K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.