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

Aptus Capital 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
Q1 		$31K Buy
305
+30
+11% +$3.17K ﹤0.01% 1339
2025
Q4 		$28.4K Buy
275
+10
+4% +$1.03K ﹤0.01% 1370
2025
Q3 		$27.3K Buy
265
+60
+29% +$6.09K ﹤0.01% 1312
2025
Q2 		$20.3K Hold
205
– – ﹤0.01% 1281
2025
Q1 		$19.2K Hold
205
– – ﹤0.01% 1211
2024
Q4 		$19.5K Buy
+205
New +$20.1K ﹤0.01% 1217
2024
Q2 		– Sell
-153
Closed -$13.9K – 1194
2024
Q1 		$13.9K Buy
+153
New +$13.2K ﹤0.01% 1003

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

Aptus Capital Advisors's EUSA Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 11% in Q1 2026, buying an estimated $3.17K and bringing the position to 305 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Aptus Capital Advisors first reported a position in EUSA in Q1 2024 and has held it in 7 quarters since. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Aptus Capital Advisors held 305 shares of iShares MSCI USA Equal Weighted ETF worth $31K as of Q1 2026.
  • Aptus Capital Advisors bought 30 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $3.17K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1339 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2024 and has held it in 7 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.