AWM
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AE Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

AE 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
2025
Q4 		– Sell
-250
Closed -$25.7K – 2483
2025
Q3 		$25.7K Buy
+250
New +$25.4K ﹤0.01% 1851

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AE Wealth Management's EUSA Position: Q4 2025 in Review

AE Wealth Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2025, closing a stake of 250 shares — an estimated $25.7K sold.

AE Wealth Management first reported a position in EUSA in Q3 2025 and held it in 1 quarter. The position peaked at $25.7K in Q3 2025. 150 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

  • AE Wealth Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 250 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $25.7K.
  • AE Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2025 and held it in 1 quarter.
  • AE Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $25.7K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.