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Joel Greenblatt’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Joel Greenblatt’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 		$2.05M Hold
17,911
– – ﹤0.01% 1138
2026
Q1 		$1.82M Buy
17,911
+2,955
+20% +$312K 0.01% 1136
2025
Q4 		$1.55M Hold
14,956
– – 0.01% 1122
2025
Q3 		$1.54M Hold
14,956
– – 0.01% 1077
2025
Q2 		$1.48M Buy
+14,956
New +$1.4M 0.01% 1027

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $103B AUM 28.65% 1-Year Est. Return

Joel Greenblatt's EUSA Position: Q2 2026 in Review

Joel Greenblatt held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 17,911 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Joel Greenblatt first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Joel Greenblatt held 17,911 shares of iShares MSCI USA Equal Weighted ETF worth $2.05M as of Q2 2026.
  • Joel Greenblatt left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1138 holding.
  • Joel Greenblatt first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.