ADL
EUSA icon

Asset Dedication LLC’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Asset Dedication LLC’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
Q2 		– Sell
-118
Closed -$11K – 1189
2025
Q1 		$11K Sell
118
-7
-6% -$678 ﹤0.01% 748
2024
Q4 		$11.9K Buy
+125
New +$12.2K ﹤0.01% 739

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Asset Dedication LLC's EUSA Position: Q2 2025 in Review

Asset Dedication LLC sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2025, closing a stake of 118 shares — an estimated $11K sold.

Asset Dedication LLC first reported a position in EUSA in Q4 2024 and held it in 2 quarters. The position peaked at $11.9K in Q4 2024. 139 funds tracked by Wall St. Rank hold EUSA as of Q2 2025.

  • Asset Dedication LLC reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 118 iShares MSCI USA Equal Weighted ETF shares in Q2 2025, an estimated $11K.
  • Asset Dedication LLC first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and held it in 2 quarters.
  • Asset Dedication LLC's iShares MSCI USA Equal Weighted ETF position peaked at $11.9K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.