Raymond James Financial’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Raymond James Financial’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	$495K	Sell	4,337 -10,476	-71%	-$1.15M	﹤0.01%	4514
2026 Q1	$1.51M	Buy	14,813 +769	+5%	+$81.2K	﹤0.01%	3561
2025 Q4	$1.45M	Buy	14,044 +791	+6%	+$81.4K	﹤0.01%	3522
2025 Q3	$1.36M	Sell	13,253 -397	-3%	-$40.3K	﹤0.01%	3470
2025 Q2	$1.35M	Buy	13,650 +227	+2%	+$21.3K	﹤0.01%	3373
2025 Q1	$1.26M	Sell	13,423 -1,628	-11%	-$158K	﹤0.01%	3318
2024 Q4	$1.44M	Buy	+15,051	New	+$1.47M	﹤0.01%	3202

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Raymond James Financial's EUSA Position: Q2 2026 in Review

Raymond James Financial reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 71% in Q2 2026, selling an estimated $1.15M and leaving 4,337 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #4514.

Raymond James Financial first reported a position in EUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 155 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Raymond James Financial held 4,337 shares of iShares MSCI USA Equal Weighted ETF worth $495K as of Q2 2026.
Raymond James Financial sold 10,476 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $1.15M.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4514 holding.
Raymond James Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares MSCI USA Equal Weighted ETF position peaked at $1.51M in Q1 2026.
155 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.