Avantax Advisory Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
10,268
-10,985
-52% -$1.03M 0.01% 1161
2025
Q1
$1.99M Buy
21,253
+13,978
+192% +$1.35M 0.01% 746
2024
Q4
$694K Buy
7,275
+4,325
+147% +$423K ﹤0.01% 1244
2024
Q3
$282K Buy
+2,950
New +$270K ﹤0.01% 1803

Other funds holding EUSA

Avantax Advisory Services's EUSA Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 52% in Q2 2025, selling an estimated $1.03M and leaving 10,268 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1161.

Avantax Advisory Services first reported a position in EUSA in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.99M in Q1 2025. 139 funds tracked by Wall St. Rank hold EUSA as of Q2 2025.

  • Avantax Advisory Services held 10,268 shares of iShares MSCI USA Equal Weighted ETF worth $1.02M as of Q2 2025.
  • Avantax Advisory Services sold 10,985 iShares MSCI USA Equal Weighted ETF shares in Q2 2025, an estimated $1.03M.
  • iShares MSCI USA Equal Weighted ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1161 holding.
  • Avantax Advisory Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's iShares MSCI USA Equal Weighted ETF position peaked at $1.99M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.