Summary
EUSA Chart
EUSA: Take Profits (Rating Downgrade)
I am downgrading iShares MSCI USA Equal Weighted ETF to Hold from Buy due to my concern that it could fall substantially. EUSA's sector diversification and low management fee (0.09%) make it an attractive alternative to market-cap-weighted peers, especially for those wary of large-cap concentration. Scenario analysis suggests the fund could outperform in bearish or neutral markets, offering relative downside protection versus S&P 500 ETFs like SPY and VOO.
Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?
Launched on 05/05/2010, the iShares MSCI USA Equal Weighted ETF (EUSA) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
EUSA: Why I Am Upgrading This Equal-Weight Large-Cap ETF
I am upgrading iShares MSCI USA Equal Weighted ETF (EUSA) from Hold to Buy, citing its unique equal-weighted approach versus concentrated S&P 500 ETFs. EUSA's sector diversification and low management fee (0.09%) make it an attractive alternative to market-cap weighted peers, especially for those wary of large-cap concentration. Scenario analysis suggests EUSA could outperform in bearish or neutral markets, offering relative downside protection versus S&P 500 ETFs like SPY, IVV, and VOO.
iShares MSCI USA Equal Weighted ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 191 | $19,220.67 | $21,837.03 | $2,616.36 | 13.61% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 100,000 | $9.36M | $11.42M | $2.06M | 22.01% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,898 | $2.05M | $2.28M | $226,015.83 | 11.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11 | $1,132.67 | $1,254.49 | $121.82 | 10.76% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,020 | $167,525.3 | $230,461.8 | $62,936.5 | 37.57% |
iShares MSCI USA Equal Weighted ETF (EUSA) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares MSCI USA Equal Weighted ETF ever had a stock split?
iShares MSCI USA Equal Weighted ETF Profile
| ARCA Exchange | US Country |
Overview
The company is an investment entity that dedicates a significant portion of its assets, specifically at least 80%, to investments directly reflecting the composition of its underlying index. This underlying index is specialized in tracking the performance of U.S. equity securities, with a particular focus on large- and mid-capitalization segments. The distinctive approach of this company lies in its reliance on an equally-weighted index, which provides an alternative to the more common market capitalization-weighted strategies. This equally-weighted index strives for a balanced representation by assigning equal weight to all securities, diverging from the biases of market cap weighting. The primary index of reference within this strategy is the MSCI USA Index, suggesting that the underlying index offers a variant weighting scheme to capture the robust dynamics of U.S. equity markets without leaning heavily on the largest market cap entities.
Products and Services
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Equally-Weighted Index Fund
This product is an investment fund that commits at least 80% of its assets to securities forming part of its equally-weighted index. This approach emphasizes providing investors with exposure to U.S. equity markets, specifically the large- and mid-cap sectors, without the significant market-cap bias found in traditional index funds. The fund aims to mirror the economic characteristics of its designated index, thereby offering a novel strategy for portfolio diversification and risk management.
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Alternative Weighting Scheme Investments
Aside from direct investments in the component securities of its underlying index, the company also explores opportunities that present economic characteristics substantially identical to those securities. This includes investments in financial instruments or other products that replicate the performance of the index components. By incorporating these alternative weighting scheme investments, the company broadens the avenues through which investors can gain exposure to the desirable attributes of the U.S. equity market, particularly focusing on non-market capitalization weighted aspects for enhanced portfolio construction.
