Valeo Financial Advisors
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Valeo Financial Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-1,308
Closed -$102K – 916
2021
Q1 		$102K Buy
+1,308
New +$99.1K ﹤0.01% 615

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
IF
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's EUSA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2021, closing a stake of 1,308 shares — an estimated $102K sold.

Valeo Financial Advisors first reported a position in EUSA in Q1 2021 and held it in 1 quarter. The position peaked at $102K in Q1 2021. 62 funds tracked by Wall St. Rank hold EUSA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,308 iShares MSCI USA Equal Weighted ETF shares in Q2 2021, an estimated $102K.
  • Valeo Financial Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $102K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.