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Quotient Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Quotient Wealth Partners’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
2025
Q4 		– Sell
-2,123
Closed -$219K – 369
2025
Q3 		$219K Buy
+2,123
New +$215K 0.01% 334

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Quotient Wealth Partners's EUSA Position: Q4 2025 in Review

Quotient Wealth Partners sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2025, closing a stake of 2,123 shares — an estimated $219K sold.

Quotient Wealth Partners first reported a position in EUSA in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 150 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

  • Quotient Wealth Partners reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,123 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $219K.
  • Quotient Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2025 and held it in 1 quarter.
  • Quotient Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $219K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.