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
Q2 		$2.58M Sell
22,600
-41,856
-65% -$4.59M ﹤0.01% 1229
2026
Q1 		$3.49M Buy
64,456
+29,694
+85% +$3.13M 0.01% 982
2025
Q4 		$3.59M Buy
34,762
+1,850
+6% +$190K ﹤0.01% 885
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 $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

Corient Private Wealth's EUSA Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 65% in Q2 2026, selling an estimated $4.59M and leaving 22,600 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Corient Private Wealth first reported a position in EUSA in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.59M in Q4 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Corient Private Wealth held 22,600 shares of iShares MSCI USA Equal Weighted ETF worth $2.58M as of Q2 2026.
  • Corient Private Wealth sold 41,856 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $4.59M.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1229 holding.
  • Corient Private Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $3.59M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.