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Running Point Capital Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Running Point Capital Advisors’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 		$6.62M Sell
64,070
-2,779
-4% -$286K 1.8% 12
2025
Q3 		$6.88M Sell
66,849
-1,441
-2% -$146K 1.84% 13
2025
Q2 		$6.77M Sell
68,290
-6,475
-9% -$607K 1.87% 15
2025
Q1 		$7M Sell
74,765
-2,282
-3% -$221K 2.22% 12
2024
Q4 		$7.35M Sell
77,047
-8,090
-10% -$791K 2.52% 10
2024
Q3 		$8.15M Sell
85,137
-845
-1% -$77.3K 3.15% 9
2024
Q2 		$7.59M Sell
85,982
-1,758
-2% -$155K 3.14% 9
2024
Q1 		$7.98M Sell
87,740
-1,622
-2% -$140K 3.57% 8
2023
Q4 		$7.55M Sell
89,362
-48,716
-35% -$3.77M 3.68% 8
2023
Q3 		$10.4M Buy
138,078
+37
+0% +$2.92K 6.02% 4
2023
Q2 		$10.9M Buy
138,041
+2,595
+2% +$195K 6.09% 4
2023
Q1 		$10.2M Sell
135,446
-1,112
-0.8% -$84.7K 6.2% 4
2022
Q4 		$9.96M Sell
136,558
-5,774
-4% -$419K 6.12% 4
2022
Q3 		$9.51M Buy
142,332
+2,132
+2% +$159K 6.3% 3
2022
Q2 		$9.9M Buy
140,200
+14,708
+12% +$1.14M 6.36% 3
2022
Q1 		$10.6M Buy
125,492
+7,171
+6% +$602K 6.23% 4
2021
Q4 		$10.6M Sell
118,321
-13,557
-10% -$1.19M 6.35% 4
2021
Q3 		$11M Sell
131,878
-218
-0.2% -$18.7K 4.89% 3
2021
Q2 		$11.2M Buy
132,096
+14,561
+12% +$1.2M 5.08% 3
2021
Q1 		$9.21M Buy
117,535
+1,229
+1% +$93.1K 5.08% 4
2020
Q4 		$8.4M Buy
+116,306
New +$7.82M 4.91% 6

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $683M AUM 34.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Running Point Capital Advisors's EUSA Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 4.2% in Q4 2025, selling an estimated $286K and leaving 64,070 shares worth $6.62M. The position accounts for 1.8% of the portfolio, ranked #12.

Running Point Capital Advisors first reported a position in EUSA in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.2M in Q2 2021. 150 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

  • Running Point Capital Advisors held 64,070 shares of iShares MSCI USA Equal Weighted ETF worth $6.62M as of Q4 2025.
  • Running Point Capital Advisors sold 2,779 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $286K.
  • iShares MSCI USA Equal Weighted ETF made up 1.8% of Running Point Capital Advisors's portfolio in Q4 2025, its #12 holding.
  • Running Point Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $11.2M in Q2 2021.
  • 150 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.