Envestnet Asset Management
EUSA icon

Envestnet Asset Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Envestnet Asset Management’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 		$34.8M Sell
304,748
-8,718
-3% -$956K 0.01% 1072
2026
Q1 		$31.9M Sell
313,466
-15,445
-5% -$1.63M 0.01% 1048
2025
Q4 		$34M Sell
328,911
-1,843
-0.6% -$190K 0.01% 932
2025
Q3 		$34.1M Sell
330,754
-21,650
-6% -$2.2M 0.01% 954
2025
Q2 		$34.9M Sell
352,404
-11,027
-3% -$1.03M 0.01% 922
2025
Q1 		$34M Buy
363,431
+6,584
+2% +$638K 0.01% 884
2024
Q4 		$34M Buy
356,847
+122
+0% +$11.9K 0.01% 883
2024
Q3 		$34.2M Buy
356,725
+162
+0% +$14.8K 0.01% 899
2024
Q2 		$31.5M Sell
356,563
-23,818
-6% -$2.1M 0.01% 876
2024
Q1 		$34.6M Buy
380,381
+21,997
+6% +$1.89M 0.01% 825
2023
Q4 		$30.3M Buy
358,384
+7,170
+2% +$554K 0.01% 829
2023
Q3 		$26.4M Buy
351,214
+328
+0.1% +$25.9K 0.01% 840
2023
Q2 		$27.6M Sell
350,886
-37,747
-10% -$2.84M 0.01% 769
2023
Q1 		$29.4M Sell
388,633
-28,578
-7% -$2.18M 0.01% 701
2022
Q4 		$30.4M Buy
417,211
+6,789
+2% +$493K 0.02% 655
2022
Q3 		$27.4M Buy
410,422
+7,857
+2% +$586K 0.02% 634
2022
Q2 		$28.4M Buy
402,565
+7,881
+2% +$609K 0.02% 625
2022
Q1 		$33.5M Buy
394,684
+2,684
+0.7% +$225K 0.02% 631
2021
Q4 		$35.1M Sell
392,000
-9,347
-2% -$822K 0.02% 613
2021
Q3 		$33.6M Buy
401,347
+10,453
+3% +$897K 0.02% 594
2021
Q2 		$33M Buy
390,894
+5,066
+1% +$418K 0.02% 594
2021
Q1 		$30.2M Buy
385,828
+8,493
+2% +$643K 0.02% 569
2020
Q4 		$27.2M Buy
377,335
+18,225
+5% +$1.23M 0.02% 525
2020
Q3 		$21.9M Buy
359,110
+5,411
+2% +$328K 0.02% 523
2020
Q2 		$20.2M Buy
+353,699
New +$19M 0.02% 517
2018
Q4 		– Sell
-13,463
Closed -$794K – 2883
2018
Q3 		$794K Buy
+13,463
New +$787K ﹤0.01% 806
2016
Q4 		– Sell
-8,783
Closed -$405K – 3151
2016
Q3 		$405K Buy
+8,783
New +$401K ﹤0.01% 1690

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

Envestnet Asset Management's EUSA Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 2.8% in Q2 2026, selling an estimated $956K and leaving 304,748 shares worth $34.8M. The position accounts for 0.01% of the portfolio, ranked #1072.

Envestnet Asset Management first reported a position in EUSA in Q3 2016 and has held it in 27 quarters since. The position peaked at $35.1M in Q4 2021. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Envestnet Asset Management held 304,748 shares of iShares MSCI USA Equal Weighted ETF worth $34.8M as of Q2 2026.
  • Envestnet Asset Management sold 8,718 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $956K.
  • iShares MSCI USA Equal Weighted ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1072 holding.
  • Envestnet Asset Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2016 and has held it in 27 quarters since.
  • Envestnet Asset Management's iShares MSCI USA Equal Weighted ETF position peaked at $35.1M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.