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

TCWP’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 Q2	–	Sell	-318	Closed	-$26K	–	735
2022 Q1	$26K	Buy	+318	New	+$26.7K	﹤0.01%	623

Other funds holding EUSA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

RPCA

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCWP's EUSA Position: Q2 2022 in Review

TCWP sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2022, closing a stake of 318 shares — an estimated $26K sold.

TCWP first reported a position in EUSA in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 71 funds tracked by Wall St. Rank hold EUSA as of Q2 2022.

TCWP reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 318 iShares MSCI USA Equal Weighted ETF shares in Q2 2022, an estimated $26K.
TCWP first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares MSCI USA Equal Weighted ETF position peaked at $26K in Q1 2022.
71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.