EP Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

EP Wealth Advisors’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 Q2	$439K	Sell	4,427 -215	-5%	-$20.2K	﹤0.01%	833
2025 Q1	$434K	Buy	4,642 +42	+0.9%	+$4.07K	﹤0.01%	756
2024 Q4	$439K	Hold	4,600	–	–	﹤0.01%	735
2024 Q3	$440K	Sell	4,600 -30	-0.6%	-$2.74K	﹤0.01%	727
2024 Q2	$409K	Buy	4,630 +850	+22%	+$75K	﹤0.01%	581
2024 Q1	$344K	Buy	+3,780	New	+$325K	﹤0.01%	591

Other funds holding EUSA

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's EUSA Position: Q2 2025 in Review

EP Wealth Advisors reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 4.6% in Q2 2025, selling an estimated $20.2K and leaving 4,427 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

EP Wealth Advisors first reported a position in EUSA in Q1 2024 and has held it in 6 quarters since. The position peaked at $440K in Q3 2024. 139 funds tracked by Wall St. Rank hold EUSA as of Q2 2025.

EP Wealth Advisors held 4,427 shares of iShares MSCI USA Equal Weighted ETF worth $439K as of Q2 2025.
EP Wealth Advisors sold 215 iShares MSCI USA Equal Weighted ETF shares in Q2 2025, an estimated $20.2K.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #833 holding.
EP Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2024 and has held it in 6 quarters since.
EP Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $440K in Q3 2024.
139 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.