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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
Q2 		– Sell
-40
Closed -$4.07K – 5233
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 $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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
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
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Allworth Financial's EUSA Position: Q2 2026 in Review

Allworth Financial sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026, closing a stake of 40 shares — an estimated $4.07K sold.

Allworth Financial first reported a position in EUSA in Q3 2023 and held it in 10 quarters. The position peaked at $73.7K in Q4 2024. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Allworth Financial reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 40 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $4.07K.
  • Allworth Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and held it in 10 quarters.
  • Allworth Financial's iShares MSCI USA Equal Weighted ETF position peaked at $73.7K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.