WDL
EUSA icon

Well Done LLC’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Well Done LLC’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
Q2 		– Sell
-13,920
Closed -$649K – 150
2020
Q1 		$649K Hold
13,920
– – 0.2% 66
2019
Q4 		$890K Hold
13,920
– – 0.21% 67
2019
Q3 		$830K Sell
13,920
-13,050
-48% -$773K 0.2% 66
2019
Q2 		$1.6M Buy
+26,970
New +$1.57M 0.37% 50

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Well Done LLC's EUSA Position: Q2 2020 in Review

Well Done LLC sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2020, closing a stake of 13,920 shares — an estimated $649K sold.

Well Done LLC first reported a position in EUSA in Q2 2019 and held it in 4 quarters. The position peaked at $1.6M in Q2 2019. 42 funds tracked by Wall St. Rank hold EUSA as of Q2 2020.

  • Well Done LLC reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2020 after selling out during the quarter.
  • Well Done LLC sold 13,920 iShares MSCI USA Equal Weighted ETF shares in Q2 2020, an estimated $649K.
  • Well Done LLC first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2019 and held it in 4 quarters.
  • Well Done LLC's iShares MSCI USA Equal Weighted ETF position peaked at $1.6M in Q2 2019.
  • 42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2020.

Based on Well Done LLC's 13F filing for Q2 2020, filed 20 Jul 2020.