NA
EUSA icon

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

NewEdge 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
2026
Q2 		$1.32M Buy
11,585
+6,332
+121% +$694K ﹤0.01% 1482
2026
Q1 		$535K Buy
5,253
+4
+0.1% +$422 ﹤0.01% 1936
2025
Q4 		$543K Sell
5,249
-192
-4% -$19.8K ﹤0.01% 1912
2025
Q3 		$560K Sell
5,441
-59
-1% -$5.99K ﹤0.01% 1748
2025
Q2 		$545K Sell
5,500
-1,224
-18% -$115K ﹤0.01% 1639
2025
Q1 		$629K Buy
6,724
+723
+12% +$70K ﹤0.01% 1452
2024
Q4 		$572K Sell
6,001
-667
-10% -$65.2K ﹤0.01% 1461
2024
Q3 		$638K Buy
6,668
+1,306
+24% +$119K ﹤0.01% 1323
2024
Q2 		$473K Buy
5,362
+481
+10% +$42.4K ﹤0.01% 1451
2024
Q1 		$444K Buy
+4,881
New +$420K ﹤0.01% 1413
2023
Q1 		– Sell
-273
Closed -$19.9K – 3639
2022
Q4 		$19.9K Buy
+273
New +$19.8K ﹤0.01% 2124

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
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

NewEdge Advisors's EUSA Position: Q2 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 121% in Q2 2026, buying an estimated $694K and bringing the position to 11,585 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

NewEdge Advisors first reported a position in EUSA in Q4 2022 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • NewEdge Advisors held 11,585 shares of iShares MSCI USA Equal Weighted ETF worth $1.32M as of Q2 2026.
  • NewEdge Advisors bought 6,332 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $694K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1482 holding.
  • NewEdge Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.