Cerity Partners
EUSA icon

Cerity Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Cerity Partners’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 		$7.56M Sell
66,201
-10,472
-14% -$1.15M 0.01% 897
2026
Q1 		$7.8M Buy
76,673
+63,661
+489% +$6.72M 0.01% 817
2025
Q4 		$1.35M Buy
13,012
+1,360
+12% +$140K ﹤0.01% 1562
2025
Q3 		$1.2M Buy
11,652
+34
+0.3% +$3.45K ﹤0.01% 1516
2025
Q2 		$1.15M Sell
11,618
-20,906
-64% -$1.96M ﹤0.01% 1457
2025
Q1 		$3.04M Sell
32,524
-3,061
-9% -$296K 0.01% 938
2024
Q4 		$3.39M Buy
35,585
+26,153
+277% +$2.56M 0.01% 871
2024
Q3 		$903K Sell
9,432
-918
-9% -$84K ﹤0.01% 1449
2024
Q2 		$913K Buy
+10,350
New +$913K ﹤0.01% 1266

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

Cerity Partners's EUSA Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 14% in Q2 2026, selling an estimated $1.15M and leaving 66,201 shares worth $7.56M. The position accounts for 0.01% of the portfolio, ranked #897.

Cerity Partners first reported a position in EUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.8M in Q1 2026. 146 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Cerity Partners held 66,201 shares of iShares MSCI USA Equal Weighted ETF worth $7.56M as of Q2 2026.
  • Cerity Partners sold 10,472 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $1.15M.
  • iShares MSCI USA Equal Weighted ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #897 holding.
  • Cerity Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and has held it in 9 quarters since.
  • Cerity Partners's iShares MSCI USA Equal Weighted ETF position peaked at $7.8M in Q1 2026.
  • 146 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.