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AlphaCore Capital’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

AlphaCore Capital’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
Q1 		$99.1K Buy
973
+3
+0.3% +$317 ﹤0.01% 927
2025
Q4 		$100K Buy
+970
New +$99.8K ﹤0.01% 1079

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AlphaCore Capital's EUSA Position: Q1 2026 in Review

AlphaCore Capital increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.31% in Q1 2026, buying an estimated $317 and bringing the position to 973 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

AlphaCore Capital first reported a position in EUSA in Q4 2025 and has held it in 2 quarters since. The position peaked at $100K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • AlphaCore Capital held 973 shares of iShares MSCI USA Equal Weighted ETF worth $99.1K as of Q1 2026.
  • AlphaCore Capital bought 3 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $317.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #927 holding.
  • AlphaCore Capital first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 2 quarters since.
  • AlphaCore Capital's iShares MSCI USA Equal Weighted ETF position peaked at $100K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.