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B. Riley Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-2,233
Closed -$221K – 1108
2025
Q2 		$221K Sell
2,233
-98
-4% -$9.19K 0.01% 845
2025
Q1 		$218K Buy
+2,331
New +$226K 0.01% 1114

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Advisors's EUSA Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2025, closing a stake of 2,233 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in EUSA in Q1 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,233 iShares MSCI USA Equal Weighted ETF shares in Q3 2025, an estimated $221K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $221K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.