Stifel Financial
EUSA icon

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

Stifel 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
Q1 		$211M Buy
2,072,745
+281,084
+16% +$29.7M 0.19% 124
2025
Q4 		$185M Sell
1,791,661
-42,297
-2% -$4.35M 0.17% 143
2025
Q3 		$189M Buy
1,833,958
+866,869
+90% +$87.9M 0.17% 138
2025
Q2 		$95.9M Sell
967,089
-664,450
-41% -$62.3M 0.09% 218
2025
Q1 		$153M Buy
1,631,539
+773,992
+90% +$75M 0.16% 139
2024
Q4 		$81.8M Buy
857,547
+38,320
+5% +$3.75M 0.09% 230
2024
Q3 		$78.4M Buy
819,227
+813,062
+13,188% +$74.4M 0.08% 243
2024
Q2 		$544K Sell
6,165
-489
-7% -$43.1K ﹤0.01% 2573
2024
Q1 		$605K Buy
6,654
+1,700
+34% +$146K ﹤0.01% 2497
2023
Q4 		$418K Buy
+4,954
New +$383K ﹤0.01% 2668

Other funds holding EUSA

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 $16.5B AUM 19.94% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return