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Albion Financial Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Albion Financial Group’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 		– Sell
-100
Closed -$10.2K – 694
2026
Q1 		$10.2K Buy
+100
New +$10.6K ﹤0.01% 410

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Albion Financial Group's EUSA Position: Q2 2026 in Review

Albion Financial Group sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026, closing a stake of 100 shares — an estimated $10.2K sold.

Albion Financial Group first reported a position in EUSA in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Albion Financial Group reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 100 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $10.2K.
  • Albion Financial Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2026 and held it in 1 quarter.
  • Albion Financial Group's iShares MSCI USA Equal Weighted ETF position peaked at $10.2K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.