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Wealth Advisory Solutions’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-5,860
Closed -$358K – 174
2020
Q3 		$358K Sell
5,860
-154
-3% -$9.34K 0.1% 128
2020
Q2 		$344K Buy
6,014
+1,013
+20% +$54.5K 0.1% 135
2020
Q1 		$233K Sell
5,001
-26,937
-84% -$1.59M 0.08% 141
2019
Q4 		$2.04M Buy
+31,938
New +$1.96M 0.54% 59

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Wealth Advisory Solutions's EUSA Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2020, closing a stake of 5,860 shares — an estimated $358K sold.

Wealth Advisory Solutions first reported a position in EUSA in Q4 2019 and held it in 4 quarters. The position peaked at $2.04M in Q4 2019. 42 funds tracked by Wall St. Rank hold EUSA as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 5,860 iShares MSCI USA Equal Weighted ETF shares in Q4 2020, an estimated $358K.
  • Wealth Advisory Solutions first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's iShares MSCI USA Equal Weighted ETF position peaked at $2.04M in Q4 2019.
  • 42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.