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

Cyndeo Wealth 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
2025
Q4 		– Sell
-12,960
Closed -$1.33M – 488
2025
Q3 		$1.33M Buy
12,960
+254
+2% +$25.8K 0.07% 200
2025
Q2 		$1.26M Buy
+12,706
New +$1.19M 0.07% 199

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cyndeo Wealth Partners's EUSA Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2025, closing a stake of 12,960 shares — an estimated $1.33M sold.

Cyndeo Wealth Partners first reported a position in EUSA in Q2 2025 and held it in 2 quarters. The position peaked at $1.33M in Q3 2025. 151 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 12,960 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $1.33M.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and held it in 2 quarters.
  • Cyndeo Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $1.33M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.