EH
EUSA icon

Equitable Holdings’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Equitable Holdings’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
Q1 		$694K Buy
6,709
+861
+15% +$90.9K ﹤0.01% 1122
2025
Q4 		$605K Buy
5,848
+436
+8% +$44.9K ﹤0.01% 1046
2025
Q3 		$557K Buy
5,412
+936
+21% +$94.9K ﹤0.01% 1042
2025
Q2 		$444K Buy
4,476
+157
+4% +$14.7K ﹤0.01% 1044
2025
Q1 		$404K Buy
4,319
+1,168
+37% +$113K ﹤0.01% 985
2024
Q4 		$300K Buy
3,151
+520
+20% +$50.9K ﹤0.01% 1037
2024
Q3 		$252K Buy
2,631
+182
+7% +$16.6K ﹤0.01% 1098
2024
Q2 		$216K Buy
+2,449
New +$216K ﹤0.01% 1113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Equitable Holdings's EUSA Position: Q1 2026 in Review

Equitable Holdings increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 15% in Q1 2026, buying an estimated $90.9K and bringing the position to 6,709 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Equitable Holdings first reported a position in EUSA in Q2 2024 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Equitable Holdings held 6,709 shares of iShares MSCI USA Equal Weighted ETF worth $694K as of Q1 2026.
  • Equitable Holdings bought 861 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $90.9K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1122 holding.
  • Equitable Holdings first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and has held it in 8 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.