iShares MSCI USA Equal Weighted ETFEUSA
EUSA
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
19% more capital invested
Capital invested by funds: $392M [Q2] → $468M (+$75.7M) [Q3]
5.26% more ownership
Funds ownership: 54.21% [Q2] → 59.48% (+5.26%) [Q3]
2% less funds holding
Funds holding: 94 [Q2] → 92 (-2) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
Research analyst outlook
We haven’t received any recent analyst ratings for EUSA.
Financial journalist opinion
Positive
Investors Business Daily
2 weeks ago
Best ETFs From This Advisor Includes Gutsy Bet Against Bitcoin
With the election of Donald Trump, the markets will look for the best ETFs. So says Larry Glazer of Mayflower Advisors.
Neutral
Zacks Investment Research
3 weeks ago
Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?
Making its debut on 05/05/2010, smart beta exchange traded fund iShares MSCI USA Equal Weighted ETF (EUSA) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
Neutral
Zacks Investment Research
2 months ago
Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?
Making its debut on 05/05/2010, smart beta exchange traded fund iShares MSCI USA Equal Weighted ETF (EUSA) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
Neutral
Seeking Alpha
3 months ago
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.
Neutral
ETF Trends
3 months ago
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.
Neutral
Zacks Investment Research
4 months ago
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.
Neutral
Zacks Investment Research
7 months ago
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.
Positive
ETF Trends
9 months ago
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.
Neutral
Zacks Investment Research
9 months ago
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.
Positive
Seeking Alpha
9 months ago
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.
Charts implemented using Lightweight Charts™