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O'Shaughnessy Asset Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

O'Shaughnessy Asset 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 		– Sell
-4
Closed -$407 – 2693
2026
Q1 		$407 Buy
+4
New +$422 ﹤0.01% 2604

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

O'Shaughnessy Asset Management's EUSA Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026, closing a stake of 4 shares — an estimated $407 sold.

O'Shaughnessy Asset Management first reported a position in EUSA in Q1 2026 and held it in 1 quarter. The position peaked at $407 in Q1 2026. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 4 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $407.
  • O'Shaughnessy Asset Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2026 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's iShares MSCI USA Equal Weighted ETF position peaked at $407 in Q1 2026.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

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