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

OneDigital Investment 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	$1.01M	Hold	8,831	–	–	0.01%	738
2026 Q1	$899K	Buy	8,831 +1,231	+16%	+$130K	0.01%	719
2025 Q4	$786K	Sell	7,600 -1,402	-16%	-$144K	0.01%	758
2025 Q3	$927K	Buy	9,002 +6	+0.1%	+$609	0.01%	680
2025 Q2	$892K	Buy	8,996 +5	+0.1%	+$469	0.01%	674
2025 Q1	$842K	Buy	8,991 +131	+1%	+$12.7K	0.01%	664
2024 Q4	$845K	Hold	8,860	–	–	0.01%	691
2024 Q3	$848K	Hold	8,860	–	–	0.01%	714
2024 Q2	$782K	Buy	+8,860	New	+$782K	0.01%	715

Other funds holding EUSA

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SFC

Swisher Financial Concepts Westerville, Ohio $159M AUM 23.09% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

OneDigital Investment Advisors's EUSA Position: Q2 2026 in Review

OneDigital Investment Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 8,831 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #738.

OneDigital Investment Advisors first reported a position in EUSA in Q2 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

OneDigital Investment Advisors held 8,831 shares of iShares MSCI USA Equal Weighted ETF worth $1.01M as of Q2 2026.
OneDigital Investment Advisors 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 OneDigital Investment Advisors's portfolio in Q2 2026, its #738 holding.
OneDigital Investment Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.