AssetMark Inc
EUSA icon

AssetMark Inc’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

AssetMark Inc’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 		$91.6K Hold
802
– – ﹤0.01% 1651
2026
Q1 		$81.6K Sell
802
-1,326
-62% -$140K ﹤0.01% 1608
2025
Q4 		$220K Sell
2,128
-24
-1% -$2.47K ﹤0.01% 1284
2025
Q3 		$222K Hold
2,152
– – ﹤0.01% 1242
2025
Q2 		$213K Buy
+2,152
New +$202K ﹤0.01% 1208
2024
Q2 		– Sell
-250
Closed -$22.7K – 2149
2024
Q1 		$22.7K Buy
+250
New +$21.5K ﹤0.01% 1270
2023
Q1 		– Sell
-15,983
Closed -$1.17M – 1629
2022
Q4 		$1.17M Sell
15,983
-723
-4% -$52.5K 0.01% 538
2022
Q3 		$1.12M Sell
16,706
-1,050
-6% -$78.3K 0.01% 487
2022
Q2 		$1.25M Sell
17,756
-2,919
-14% -$225K 0.01% 451
2022
Q1 		$1.75M Sell
20,675
-1,404
-6% -$118K 0.01% 366
2021
Q4 		$1.98M Buy
22,079
+9,623
+77% +$846K 0.01% 330
2021
Q3 		$1.04M Buy
12,456
+1,366
+12% +$117K ﹤0.01% 387
2021
Q2 		$937K Buy
11,090
+977
+10% +$80.5K ﹤0.01% 392
2021
Q1 		$792K Buy
+10,113
New +$766K ﹤0.01% 389

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AssetMark Inc's EUSA Position: Q2 2026 in Review

AssetMark Inc held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 802 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

AssetMark Inc first reported a position in EUSA in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.98M in Q4 2021. 63 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • AssetMark Inc held 802 shares of iShares MSCI USA Equal Weighted ETF worth $91.6K as of Q2 2026.
  • AssetMark Inc left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1651 holding.
  • AssetMark Inc first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2021 and has held it in 14 quarters since.
  • AssetMark Inc's iShares MSCI USA Equal Weighted ETF position peaked at $1.98M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.