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Arax Advisory Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Arax Advisory Partners’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 		$176K Buy
1,540
+870
+130% +$95.4K ﹤0.01% 2342
2026
Q1 		$68.1K Buy
670
+570
+570% +$60.2K ﹤0.01% 1550
2025
Q4 		$10.3K Hold
100
– – ﹤0.01% 2449
2025
Q3 		$10.3K Hold
100
– – ﹤0.01% 2582
2025
Q2 		$9.91K Buy
+100
New +$9.38K ﹤0.01% 1968

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

Arax Advisory Partners's EUSA Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 130% in Q2 2026, buying an estimated $95.4K and bringing the position to 1,540 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Arax Advisory Partners first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Arax Advisory Partners held 1,540 shares of iShares MSCI USA Equal Weighted ETF worth $176K as of Q2 2026.
  • Arax Advisory Partners bought 870 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $95.4K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2342 holding.
  • Arax Advisory Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.