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
Q2 		$254M Buy
2,222,997
+150,252
+7% +$16.5M 0.21% 116
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 $1.55T 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial's EUSA Position: Q2 2026 in Review

Stifel Financial increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 7.2% in Q2 2026, buying an estimated $16.5M and bringing the position to 2,222,997 shares worth $254M. The position accounts for 0.21% of the portfolio, ranked #116.

Stifel Financial first reported a position in EUSA in Q4 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Stifel Financial held 2,222,997 shares of iShares MSCI USA Equal Weighted ETF worth $254M as of Q2 2026.
  • Stifel Financial bought 150,252 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $16.5M.
  • iShares MSCI USA Equal Weighted ETF made up 0.21% of Stifel Financial's portfolio in Q2 2026, its #116 holding.
  • Stifel Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.