Cetera Investment Advisers
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Cetera Investment Advisers’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Cetera Investment Advisers’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 		$20.5M Buy
179,720
+3,438
+2% +$377K 0.02% 748
2026
Q1 		$17.9M Buy
176,282
+6,140
+4% +$648K 0.02% 735
2025
Q4 		$17.6M Buy
170,142
+151,972
+836% +$15.6M 0.02% 727
2025
Q3 		$1.87M Buy
18,170
+484
+3% +$49.1K ﹤0.01% 2234
2025
Q2 		$1.75M Buy
17,686
+320
+2% +$30K ﹤0.01% 1937
2025
Q1 		$1.63M Buy
17,366
+1,186
+7% +$115K ﹤0.01% 1900
2024
Q4 		$1.54M Sell
16,180
-213
-1% -$20.8K ﹤0.01% 1841
2024
Q3 		$1.57M Sell
16,393
-417
-2% -$38.1K ﹤0.01% 1790
2024
Q2 		$1.48M Sell
16,810
-328
-2% -$28.9K ﹤0.01% 1799
2024
Q1 		$1.56M Buy
17,138
+14,755
+619% +$1.27M ﹤0.01% 1741
2023
Q4 		$201K Buy
+2,383
New +$184K ﹤0.01% 2042

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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

Cetera Investment Advisers's EUSA Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 2% in Q2 2026, buying an estimated $377K and bringing the position to 179,720 shares worth $20.5M. The position accounts for 0.02% of the portfolio, ranked #748.

Cetera Investment Advisers first reported a position in EUSA in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Cetera Investment Advisers held 179,720 shares of iShares MSCI USA Equal Weighted ETF worth $20.5M as of Q2 2026.
  • Cetera Investment Advisers bought 3,438 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $377K.
  • iShares MSCI USA Equal Weighted ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #748 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.