EDRH
EUSA icon

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return