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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 $424B AUM 22.9% 1-Year Est. Return
D.A. Davidson & Co
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
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

Wescott Financial Advisory Group's EUSA Position: Q4 2022 in Review

Wescott Financial Advisory Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2022, closing a stake of 4,457 shares — an estimated $298K sold.

Wescott Financial Advisory Group first reported a position in EUSA in Q1 2022 and held it in 3 quarters. The position peaked at $452K in Q1 2022. 71 funds tracked by Wall St. Rank hold EUSA as of Q4 2022.

  • Wescott Financial Advisory Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2022 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 4,457 iShares MSCI USA Equal Weighted ETF shares in Q4 2022, an estimated $298K.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2022 and held it in 3 quarters.
  • Wescott Financial Advisory Group's iShares MSCI USA Equal Weighted ETF position peaked at $452K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2022.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2022, filed 6 Feb 2023.