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Allworth Financial’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Allworth Financial’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
Q1 		$4.07K Hold
40
– – ﹤0.01% 4071
2025
Q4 		$4.13K Hold
40
– – ﹤0.01% 3824
2025
Q3 		$4.12K Buy
+40
New +$4.06K ﹤0.01% 3662
2025
Q2 		– Sell
-200
Closed -$18.2K – 4611
2025
Q1 		$18.2K Sell
200
-542
-73% -$52.5K ﹤0.01% 2141
2024
Q4 		$73.7K Buy
742
+716
+2,754% +$70K ﹤0.01% 1399
2024
Q3 		$2.49K Hold
26
– – ﹤0.01% 2869
2024
Q2 		$2.35K Hold
26
– – ﹤0.01% 2851
2024
Q1 		$2.37K Hold
26
– – ﹤0.01% 2751
2023
Q4 		$2.2K Hold
26
– – ﹤0.01% 2642
2023
Q3 		$1.96K Buy
+26
New +$2.05K ﹤0.01% 2547

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Allworth Financial's EUSA Position: Q1 2026 in Review

Allworth Financial held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 40 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Allworth Financial first reported a position in EUSA in Q3 2023 and has held it in 10 quarters since. The position peaked at $73.7K in Q4 2024. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Allworth Financial held 40 shares of iShares MSCI USA Equal Weighted ETF worth $4.07K as of Q1 2026.
  • Allworth Financial left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4071 holding.
  • Allworth Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and has held it in 10 quarters since.
  • Allworth Financial's iShares MSCI USA Equal Weighted ETF position peaked at $73.7K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.