Robertson Stephens Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Robertson Stephens Wealth 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	$737K	Buy	6,451 +3,957	+159%	+$434K	0.02%	376
2026 Q1	$254K	Buy	2,494 +9	+0.4%	+$950	0.01%	542
2025 Q4	$257K	Sell	2,485 -3,880	-61%	-$399K	0.01%	547
2025 Q3	$655K	Buy	+6,365	New	+$646K	0.02%	309
2020 Q2	–	Sell	-4,351	Closed	-$203K	–	200
2020 Q1	$203K	Buy	+4,351	New	+$257K	0.07%	169

Other funds holding EUSA

DADC

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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

FAG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Robertson Stephens Wealth Management's EUSA Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 159% in Q2 2026, buying an estimated $434K and bringing the position to 6,451 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #376.

Robertson Stephens Wealth Management first reported a position in EUSA in Q1 2020 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Robertson Stephens Wealth Management held 6,451 shares of iShares MSCI USA Equal Weighted ETF worth $737K as of Q2 2026.
Robertson Stephens Wealth Management bought 3,957 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $434K.
iShares MSCI USA Equal Weighted ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #376 holding.
Robertson Stephens Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2020 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.