TD Waterhouse Canada
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TD Waterhouse Canada’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

TD Waterhouse Canada’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
Q4 		– Sell
-3,773
Closed -$259K – 1730
2022
Q3 		$259K Hold
3,773
– – ﹤0.01% 629
2022
Q2 		$270K Buy
+3,773
New +$291K ﹤0.01% 643

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
D.A. Davidson & Co
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
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

TD Waterhouse Canada's EUSA Position: Q4 2022 in Review

TD Waterhouse Canada sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2022, closing a stake of 3,773 shares — an estimated $259K sold.

TD Waterhouse Canada first reported a position in EUSA in Q2 2022 and held it in 2 quarters. The position peaked at $270K in Q2 2022. 71 funds tracked by Wall St. Rank hold EUSA as of Q4 2022.

  • TD Waterhouse Canada reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 3,773 iShares MSCI USA Equal Weighted ETF shares in Q4 2022, an estimated $259K.
  • TD Waterhouse Canada first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2022 and held it in 2 quarters.
  • TD Waterhouse Canada's iShares MSCI USA Equal Weighted ETF position peaked at $270K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2022.

Based on TD Waterhouse Canada's 13F filing for Q4 2022, filed 13 Nov 2023.