Joel Greenblatt's EUSA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 17,911 shares of iShares MSCI USA Equal Weighted ETF (EUSA) worth $2.05 M, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in EUSA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 2,955 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares MSCI USA Equal Weighted ETF (EUSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI USA Equal Weighted ETF (EUSA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,955 | Add 19.76% | 17,911 | $101.77 |
| Q2 2025 | +14,956 | New Buy | 14,956 | $99.12 |
Joel Greenblatt's iShares MSCI USA Equal Weighted ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2025, acquiring 14,956 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI USA Equal Weighted ETF (EUSA) for 5 quarters since Q2 2025.
Joel Greenblatt's largest addition to iShares MSCI USA Equal Weighted ETF (EUSA) was in Q2 2025, adding 14,956 shares worth $1.48 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 17,911 shares of iShares MSCI USA Equal Weighted ETF (EUSA), valued at approximately $2.05 M.
As of the Q2 2026 filing, iShares MSCI USA Equal Weighted ETF (EUSA) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI USA Equal Weighted ETF (EUSA) was 17,911 shares, as reported at the end of Q1 2026.