Walled Lake Planning & Wealth Management LLC Decreases Stock Position in iShares MSCI USA Equal Weighted ETF (NYSEARCA:EUSA)

Walled Lake Planning & Wealth Management LLC trimmed its stake in shares of iShares MSCI USA Equal Weighted ETF (NYSEARCA:EUSA) by 10.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,973 shares of the company’s stock after selling 1,647 shares during the quarter. Walled Lake Planning & Wealth Management LLC’s holdings in iShares MSCI USA Equal Weighted ETF were worth $1,332,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the stock. Crews Bank & Trust purchased a new position in shares of iShares MSCI USA Equal Weighted ETF in the 4th quarter valued at about $14,322,000. Arkadios Wealth Advisors increased its stake in iShares MSCI USA Equal Weighted ETF by 8.8% in the fourth quarter. Arkadios Wealth Advisors now owns 356,049 shares of the company’s stock valued at $33,953,000 after purchasing an additional 28,664 shares during the last quarter. Goodman Financial Corp acquired a new stake in iShares MSCI USA Equal Weighted ETF during the fourth quarter worth approximately $932,000. Sunbelt Securities Inc. lifted its position in shares of iShares MSCI USA Equal Weighted ETF by 10.3% during the 3rd quarter. Sunbelt Securities Inc. now owns 37,590 shares of the company’s stock worth $3,599,000 after buying an additional 3,516 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in shares of iShares MSCI USA Equal Weighted ETF by 14.5% in the 4th quarter. JPMorgan Chase & Co. now owns 27,389 shares of the company’s stock valued at $2,612,000 after buying an additional 3,470 shares in the last quarter.

iShares MSCI USA Equal Weighted ETF Price Performance

NYSEARCA EUSA opened at $93.11 on Friday. The firm’s fifty day moving average price is $97.12 and its 200 day moving average price is $97.12. iShares MSCI USA Equal Weighted ETF has a 12 month low of $85.17 and a 12 month high of $102.53. The company has a market capitalization of $1.20 billion, a price-to-earnings ratio of 21.16 and a beta of 1.11.

iShares MSCI USA Equal Weighted ETF Profile

iShares MSCI USA ETF, formerly iShares MSCI USA Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment resulte that correspond to the price and yield performance of the MSCI USA Index (the Underlying Index). The Underlying Index is a market capitalization weighted index designed to measure the performance of equity securities in the 85% by market capitalization of equity securities listed on stock exchanges in the United States.