Bank of Montreal
EUSA icon

Bank of Montreal’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Bank of Montreal’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 		$423K Buy
3,706
+600
+19% +$65.8K ﹤0.01% 2561
2026
Q1 		$316K Buy
3,106
+517
+20% +$54.6K ﹤0.01% 2648
2025
Q4 		$268K Buy
2,589
+532
+26% +$54.7K ﹤0.01% 2664
2025
Q3 		$212K Buy
+2,057
New +$209K ﹤0.01% 2740
2025
Q2 		– Sell
-488
Closed -$45.7K – 3577
2025
Q1 		$45.7K Buy
+488
New +$47.3K ﹤0.01% 3088
2024
Q2 		– Sell
-2,408
Closed -$217K – 3963
2024
Q1 		$217K Buy
+2,408
New +$207K ﹤0.01% 3002
2022
Q4 		– Sell
-89
Closed -$8 – 4064
2022
Q3 		$8 Buy
+89
New +$6.63K ﹤0.01% 3890

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Bank of Montreal's EUSA Position: Q2 2026 in Review

Bank of Montreal increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 19% in Q2 2026, buying an estimated $65.8K and bringing the position to 3,706 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Bank of Montreal first reported a position in EUSA in Q3 2022 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Bank of Montreal held 3,706 shares of iShares MSCI USA Equal Weighted ETF worth $423K as of Q2 2026.
  • Bank of Montreal bought 600 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $65.8K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2561 holding.
  • Bank of Montreal first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2022 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.