Wescott Financial Advisory Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Wescott Financial Advisory Group’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 Q4	–	Sell	-4,457	Closed	-$298K	–	158
2022 Q3	$298K	Sell	4,457 -896	-17%	-$66.8K	0.08%	112
2022 Q2	$378K	Buy	5,353 +20	+0.4%	+$1.54K	0.1%	94
2022 Q1	$452K	Buy	+5,333	New	+$448K	0.12%	86

Other funds holding EUSA

Envestnet Asset Management

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

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

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

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

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

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

Bank of America

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

Palladiem Bryn Mawr, Pennsylvania $105M AUM