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

WealthSource Partners’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
2023 Q4	$697K	Buy	+8,250	New	+$638K	0.05%	251

Other funds holding EUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's EUSA Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2023: 8,250 shares worth $697K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

89 funds tracked by Wall St. Rank hold EUSA as of Q4 2023.

WealthSource Partners held 8,250 shares of iShares MSCI USA Equal Weighted ETF worth $697K as of Q4 2023.
iShares MSCI USA Equal Weighted ETF was a new WealthSource Partners position in Q4 2023.
iShares MSCI USA Equal Weighted ETF made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #251 holding.
89 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.