Corient Private Wealth
EUSA icon

Corient Private Wealth’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Corient Private Wealth’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 		$3.49M Sell
64,456
-5,068
-7% -$535K 0.01% 982
2025
Q4 		$7.19M Buy
69,524
+36,612
+111% +$3.77M ﹤0.01% 894
2025
Q3 		$3.39M Buy
32,912
+26,961
+453% +$2.73M 0.01% 854
2025
Q2 		$578K Sell
5,951
-1,855
-24% -$174K ﹤0.01% 1629
2025
Q1 		$731K Buy
7,806
+5,503
+239% +$533K ﹤0.01% 1423
2024
Q4 		$220K Hold
2,303
– – ﹤0.01% 2066
2024
Q3 		$220K Hold
2,303
– – ﹤0.01% 2182
2024
Q2 		$203K Buy
+2,303
New +$203K ﹤0.01% 2111
2023
Q3 		– Sell
-24,584
Closed -$1.94M – 2176
2023
Q2 		$1.94M Buy
+24,584
New +$1.85M ﹤0.01% 911

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 $18.1B AUM 24.63% 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

Corient Private Wealth's EUSA Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 7.3% in Q1 2026, selling an estimated $535K and leaving 64,456 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #982.

Corient Private Wealth first reported a position in EUSA in Q2 2023 and has held it in 9 quarters since. The position peaked at $7.19M in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Corient Private Wealth held 64,456 shares of iShares MSCI USA Equal Weighted ETF worth $3.49M as of Q1 2026.
  • Corient Private Wealth sold 5,068 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $535K.
  • iShares MSCI USA Equal Weighted ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #982 holding.
  • Corient Private Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2023 and has held it in 9 quarters since.
  • Corient Private Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $7.19M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.