Rockefeller Capital Management
EUSA icon

Rockefeller Capital Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Rockefeller Capital 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
Q1 		$461K Hold
4,525
– – ﹤0.01% 2020
2025
Q4 		$468K Buy
4,525
+1
+0% +$103 ﹤0.01% 1946
2025
Q3 		$466K Buy
+4,524
New +$459K ﹤0.01% 1803
2021
Q1 		– Sell
-66
Closed -$4K – 3277
2020
Q4 		$4K Buy
+66
New +$4.44K ﹤0.01% 2484

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rockefeller Capital Management's EUSA Position: Q1 2026 in Review

Rockefeller Capital Management held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 4,525 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Rockefeller Capital Management first reported a position in EUSA in Q4 2020 and has held it in 4 quarters since. The position peaked at $468K in Q4 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Rockefeller Capital Management held 4,525 shares of iShares MSCI USA Equal Weighted ETF worth $461K as of Q1 2026.
  • Rockefeller Capital Management left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2020 holding.
  • Rockefeller Capital Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2020 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares MSCI USA Equal Weighted ETF position peaked at $468K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.