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
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 $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return