Edmond de Rothschild Holding’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Edmond de Rothschild Holding’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	-12,000	Closed	-$1.24M	–	583
2025 Q3	$1.24M	Hold	12,000	–	–	0.02%	281
2025 Q2	$1.19M	Hold	12,000	–	–	0.02%	271
2025 Q1	$1.12M	Hold	12,000	–	–	0.02%	264
2024 Q4	$1.14M	Hold	12,000	–	–	0.02%	266
2024 Q3	$1.15M	Hold	12,000	–	–	0.02%	262
2024 Q2	$1.06M	Buy	12,000 +2,500	+26%	+$221K	0.02%	277
2024 Q1	$864K	Hold	9,500	–	–	0.01%	318
2023 Q4	$802K	Buy	+9,500	New	+$734K	0.01%	322

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Edmond de Rothschild Holding's EUSA Position: Q4 2025 in Review

Edmond de Rothschild Holding sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2025, closing a stake of 12,000 shares — an estimated $1.24M sold.

Edmond de Rothschild Holding first reported a position in EUSA in Q4 2023 and held it in 8 quarters. The position peaked at $1.24M in Q3 2025. 151 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

Edmond de Rothschild Holding reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 12,000 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $1.24M.
Edmond de Rothschild Holding first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and held it in 8 quarters.
Edmond de Rothschild Holding's iShares MSCI USA Equal Weighted ETF position peaked at $1.24M in Q3 2025.
151 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2025, filed 17 Feb 2026.