iShares MSCI USA Equal Weighted ETF
EUSA

$94.97

0.47%

Market Cap: $784M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

2% less funds holding

Funds holding: 95 [Q1] → 93 (-2) [Q2]

5.95% less ownership

Funds ownership: 56.95% [Q1] → 51.0% (-5.95%) [Q2]

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

15% less capital invested

Capital invested by funds: $433M [Q1] → $369M (-$63.8M) [Q2]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for EUSA.

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Financial journalist opinion

EUSA's Underweight In Technology Makes It Less Attractive

EUSA's equal-weighted approach reduces concentration risk but limits growth potential compared to the S&P 500 due to lower exposure to fast-growing tech stocks. EUSA's sector allocation is more balanced but overweight in industrials and underweight in technology, impacting its earnings growth potential negatively. EUSA has underperformed the S&P 500 over the past decade, with an average annual return of 9.5% versus 13.1% for the S&P 500.

EUSA's Underweight In Technology Makes It Less Attractive

Broadening Out Beyond ‘Mag 7': Equal-Weight ETFs on a Roll

Persistent fears over market concentration have led many investors to grow wary of sticking with the mega-cap growth trade that carried the major averages higher throughout much of 2024.

Broadening Out Beyond ‘Mag 7': Equal-Weight ETFs on a Roll

Zacks Investment Research

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

The iShares MSCI USA Equal Weighted ETF (EUSA) made its debut on 05/05/2010, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Blend category of the market.

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

Zacks Investment Research

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

The iShares MSCI USA Equal Weighted ETF (EUSA) made its debut on 05/05/2010, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Blend category of the market.

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

Are Dividend Growth Funds Ready for Liftoff?

The dominance of a few large technology stocks in the S&P 500 has caused concern among investors, but there may be useful alternatives in the form of equal-weighting approaches or dividend-growth strategies.

Are Dividend Growth Funds Ready for Liftoff?

Zacks Investment Research

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

The iShares MSCI USA Equal Weighted ETF (EUSA) was launched on 05/05/2010, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

EUSA: A More Balanced Approach

The iShares MSCI USA Equal Weighted ETF provides low-cost access to U.S. large and mid-cap stocks with an equal-weighted approach.

EUSA: A More Balanced Approach

Zacks Investment Research

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

A smart beta exchange traded fund, the iShares MSCI USA Equal Weighted ETF (EUSA) debuted on 05/05/2010, and offers broad exposure to the Style Box - All Cap Blend category of the market.

Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?

EUSA: What Makes It Different From RSP?

iShares MSCI USA Equal Weighted ETF is an equal-weight ETF with a portfolio of 610 companies. It is well-diversified across sectors and holdings. Compared to RSP, EUSA is tilted to mid-caps. RSP is a larger and more liquid fund.

EUSA: What Makes It Different From RSP?

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