Schroder Investment Management Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Schroder Investment Management Group’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 Q3	–	Sell	-821,648	Closed	-$81.4M	–	1205
2025 Q2	$81.4M	Buy	821,648 +361,771	+79%	+$33.9M	0.07%	214
2025 Q1	$42.8M	Sell	459,877 -17,880	-4%	-$1.73M	0.04%	323
2024 Q4	$45.5M	Sell	477,757 -57,517	-11%	-$5.63M	0.04%	324
2024 Q3	$51.2M	Buy	535,274 +4,509	+0.8%	+$412K	0.05%	290
2024 Q2	$46.8M	Sell	530,765 -17,112	-3%	-$1.51M	0.05%	294
2024 Q1	$49.9M	Buy	547,877 +51,024	+10%	+$4.39M	0.06%	286
2023 Q4	$42M	Buy	+496,853	New	+$38.4M	0.05%	320

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group's EUSA Position: Q3 2025 in Review

Schroder Investment Management Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2025, closing a stake of 821,648 shares — an estimated $81.4M sold.

Schroder Investment Management Group first reported a position in EUSA in Q4 2023 and held it in 7 quarters. The position peaked at $81.4M in Q2 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q3 2025.

Schroder Investment Management Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2025 after selling out during the quarter.
Schroder Investment Management Group sold 821,648 iShares MSCI USA Equal Weighted ETF shares in Q3 2025, an estimated $81.4M.
Schroder Investment Management Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and held it in 7 quarters.
Schroder Investment Management Group's iShares MSCI USA Equal Weighted ETF position peaked at $81.4M in Q2 2025.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2025.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.