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

Vise Technologies’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
-2,572
Closed -$218K – 303
2022
Q1 		$218K Sell
2,572
-1,524
-37% -$128K 0.08% 217
2021
Q4 		$367K Buy
+4,096
New +$360K 0.1% 103

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Wells Fargo
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vise Technologies's EUSA Position: Q2 2022 in Review

Vise Technologies sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2022, closing a stake of 2,572 shares — an estimated $218K sold.

Vise Technologies first reported a position in EUSA in Q4 2021 and held it in 2 quarters. The position peaked at $367K in Q4 2021. 71 funds tracked by Wall St. Rank hold EUSA as of Q2 2022.

  • Vise Technologies reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2022 after selling out during the quarter.
  • Vise Technologies sold 2,572 iShares MSCI USA Equal Weighted ETF shares in Q2 2022, an estimated $218K.
  • Vise Technologies first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and held it in 2 quarters.
  • Vise Technologies's iShares MSCI USA Equal Weighted ETF position peaked at $367K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2022.

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