Northwestern Mutual Wealth Management
EUSA icon

Northwestern Mutual Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Northwestern Mutual Wealth 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 		$28.9M Sell
252,790
-26,015
-9% -$2.85M 0.02% 400
2026
Q1 		$28.4M Buy
278,805
+23,883
+9% +$2.52M 0.02% 371
2025
Q4 		$26.4M Buy
254,922
+12,262
+5% +$1.26M 0.02% 370
2025
Q3 		$25M Sell
242,660
-10,941
-4% -$1.11M 0.02% 364
2025
Q2 		$25.1M Buy
253,601
+143,675
+131% +$13.5M 0.02% 342
2025
Q1 		$10.3M Buy
109,926
+93,934
+587% +$9.1M 0.01% 476
2024
Q4 		$1.52M Buy
15,992
+4,484
+39% +$439K ﹤0.01% 929
2024
Q3 		$1.1M Sell
11,508
-46,013
-80% -$4.21M ﹤0.01% 1024
2024
Q2 		$5.08M Buy
57,521
+51,219
+813% +$4.52M 0.01% 586
2024
Q1 		$573K Buy
6,302
+519
+9% +$44.7K ﹤0.01% 1196
2023
Q4 		$488K Sell
5,783
-30
-0.5% -$2.32K ﹤0.01% 1216
2023
Q3 		$437K Sell
5,813
-45
-0.8% -$3.55K ﹤0.01% 1210
2023
Q2 		$462K Hold
5,858
– – ﹤0.01% 1186
2023
Q1 		$443K Sell
5,858
-63
-1% -$4.8K ﹤0.01% 1171
2022
Q4 		$432K Sell
5,921
-692
-10% -$50.3K ﹤0.01% 1148
2022
Q3 		$442K Buy
6,613
+232
+4% +$17.3K ﹤0.01% 1096
2022
Q2 		$451K Sell
6,381
-41
-0.6% -$3.17K ﹤0.01% 1085
2022
Q1 		$545K Buy
6,422
+22
+0.3% +$1.85K ﹤0.01% 1045
2021
Q4 		$573K Buy
6,400
+19
+0.3% +$1.67K ﹤0.01% 1020
2021
Q3 		$534K Hold
6,381
– – ﹤0.01% 964
2021
Q2 		$539K Hold
6,381
– – ﹤0.01% 955
2021
Q1 		$500K Buy
6,381
+240
+4% +$18.2K ﹤0.01% 921
2020
Q4 		$443K Buy
6,141
+877
+17% +$59K ﹤0.01% 870
2020
Q3 		$321K Hold
5,264
– – ﹤0.01% 875
2020
Q2 		$301K Buy
5,264
+4,270
+430% +$230K ﹤0.01% 844
2020
Q1 		$46K Buy
+994
New +$58.6K ﹤0.01% 1417
2019
Q2 		– Sell
-74
Closed -$4K – 2552
2019
Q1 		$4K Buy
74
+13
+21% +$720 ﹤0.01% 2180
2018
Q4 		$3K Buy
+61
New +$3.31K ﹤0.01% 2120

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

Northwestern Mutual Wealth Management's EUSA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 9.3% in Q2 2026, selling an estimated $2.85M and leaving 252,790 shares worth $28.9M. The position accounts for 0.02% of the portfolio, ranked #400.

Northwestern Mutual Wealth Management first reported a position in EUSA in Q4 2018 and has held it in 28 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 252,790 shares of iShares MSCI USA Equal Weighted ETF worth $28.9M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 26,015 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $2.85M.
  • iShares MSCI USA Equal Weighted ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2018 and has held it in 28 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.