Vontobel Holding
EUSA icon

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

Vontobel Holding’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 		$256K Hold
2,513
– – ﹤0.01% 1044
2025
Q4 		$260K Hold
2,513
– – ﹤0.01% 1219
2025
Q3 		$259K Hold
2,513
– – ﹤0.01% 1148
2025
Q2 		$249K Hold
2,513
– – ﹤0.01% 1109
2025
Q1 		$235K Buy
+2,513
New +$243K ﹤0.01% 967

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

Vontobel Holding's EUSA Position: Q1 2026 in Review

Vontobel Holding held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 2,513 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Vontobel Holding first reported a position in EUSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Vontobel Holding held 2,513 shares of iShares MSCI USA Equal Weighted ETF worth $256K as of Q1 2026.
  • Vontobel Holding 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 Vontobel Holding's portfolio in Q1 2026, its #1044 holding.
  • Vontobel Holding first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 5 quarters since.
  • Vontobel Holding's iShares MSCI USA Equal Weighted ETF position peaked at $260K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.