NWS
USEW

Nvest Wealth Strategies’s Cambria US EW ETF USEW Stock Holding History

Nvest Wealth Strategies’s Portfolio USEW Stock Details USEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.77M Hold
49,699
– – 1.73% 15
2026
Q1 		$2.43M Sell
49,699
-1,400
-3% -$71.3K 1.7% 15
2025
Q4 		$2.59M Buy
+51,099
New +$2.61M 1.9% 14

Other funds holding USEW

PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AWA
A4 Wealth Advisors Huntersville, North Carolina $151M AUM 24.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nvest Wealth Strategies's USEW Position: Q2 2026 in Review

Nvest Wealth Strategies held its Cambria US EW ETF (USEW) position steady in Q2 2026 at 49,699 shares worth $2.77M. The position accounts for 1.73% of the portfolio, ranked #15.

Nvest Wealth Strategies first reported a position in USEW in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold USEW as of Q2 2026.

  • Nvest Wealth Strategies held 49,699 shares of Cambria US EW ETF worth $2.77M as of Q2 2026.
  • Nvest Wealth Strategies left its Cambria US EW ETF share count unchanged in Q2 2026.
  • Cambria US EW ETF made up 1.73% of Nvest Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Nvest Wealth Strategies first reported a position in Cambria US EW ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Cambria US EW ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.