WWM
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WJ Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

WJ Wealth Management’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 		– Sell
-93,855
Closed -$7.06M – 72
2023
Q3 		$7.06M Buy
+93,855
New +$7.41M 3.43% 10

Other funds holding EUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
AWA
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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJ Wealth Management's EUSA Position: Q4 2023 in Review

WJ Wealth Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2023, closing a stake of 93,855 shares — an estimated $7.06M sold.

WJ Wealth Management first reported a position in EUSA in Q3 2023 and held it in 1 quarter. The position peaked at $7.06M in Q3 2023. 89 funds tracked by Wall St. Rank hold EUSA as of Q4 2023.

  • WJ Wealth Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2023 after selling out during the quarter.
  • WJ Wealth Management sold 93,855 iShares MSCI USA Equal Weighted ETF shares in Q4 2023, an estimated $7.06M.
  • WJ Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and held it in 1 quarter.
  • WJ Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $7.06M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2023.

Based on WJ Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.