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Adventist Health System Sunbelt Healthcare Corp’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Adventist Health System Sunbelt Healthcare Corp’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
2026
Q2 		$11.4M Sell
99,998
-2
-0% -$219 0.37% 14
2026
Q1 		$10.2M Buy
100,000
+2
+0% +$211 0.36% 14
2025
Q4 		$10.3M Sell
99,998
-2
-0% -$206 0.31% 21
2025
Q3 		$10.3M Sell
100,000
-6,400
-6% -$649K 0.45% 19
2025
Q2 		$10.5M Hold
106,400
– – 0.81% 16
2025
Q1 		$9.96M Buy
+106,400
New +$10.3M 0.4% 20

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp's EUSA Position: Q2 2026 in Review

Adventist Health System Sunbelt Healthcare Corp reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0% in Q2 2026, selling an estimated $219 and leaving 99,998 shares worth $11.4M. The position accounts for 0.37% of the portfolio, ranked #14.

Adventist Health System Sunbelt Healthcare Corp first reported a position in EUSA in Q1 2025 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Adventist Health System Sunbelt Healthcare Corp held 99,998 shares of iShares MSCI USA Equal Weighted ETF worth $11.4M as of Q2 2026.
  • Adventist Health System Sunbelt Healthcare Corp sold 2 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $219.
  • iShares MSCI USA Equal Weighted ETF made up 0.37% of Adventist Health System Sunbelt Healthcare Corp's portfolio in Q2 2026, its #14 holding.
  • Adventist Health System Sunbelt Healthcare Corp first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Adventist Health System Sunbelt Healthcare Corp's 13F filing for Q2 2026, filed 12 Aug 2026.