1620 Investment Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

1620 Investment Advisors’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 Q2	$2.17K	Hold	19	–	–	﹤0.01%	606
2026 Q1	$1.93K	Buy	19 +2	+12%	+$211	﹤0.01%	595
2025 Q4	$1.76K	Hold	17	–	–	﹤0.01%	599
2025 Q3	$1.75K	Buy	17 +9	+113%	+$913	﹤0.01%	594
2025 Q2	$793	Hold	8	–	–	﹤0.01%	642
2025 Q1	$749	Buy	+8	New	+$775	﹤0.01%	644

Other funds holding EUSA

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

1620 Investment Advisors's EUSA Position: Q2 2026 in Review

1620 Investment Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 19 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

1620 Investment Advisors first reported a position in EUSA in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

1620 Investment Advisors held 19 shares of iShares MSCI USA Equal Weighted ETF worth $2.17K as of Q2 2026.
1620 Investment Advisors left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #606 holding.
1620 Investment Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.