AWA
EUSA icon

Arkadios Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Arkadios Wealth 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 		$30.2M Buy
264,884
+13,561
+5% +$1.49M 0.46% 36
2026
Q1 		$25.6M Buy
251,323
+12,457
+5% +$1.31M 0.42% 47
2025
Q4 		$24.7M Sell
238,866
-2,040
-0.8% -$210K 0.48% 35
2025
Q3 		$24.8M Sell
240,906
-147,123
-38% -$14.9M 0.6% 28
2025
Q2 		$38.5M Buy
388,029
+22,449
+6% +$2.1M 1.13% 9
2025
Q1 		$34.2M Buy
365,580
+9,531
+3% +$923K 1.29% 8
2024
Q4 		$34M Buy
356,049
+28,664
+9% +$2.8M 1.85% 8
2024
Q3 		$31.3M Buy
327,385
+15,577
+5% +$1.42M 1.78% 7
2024
Q2 		$27.5M Buy
311,808
+10,930
+4% +$964K 1.86% 7
2024
Q1 		$27.4M Buy
300,878
+6,679
+2% +$575K 2.12% 7
2023
Q4 		$24.8M Buy
294,199
+21,046
+8% +$1.63M 2.1% 7
2023
Q3 		$20.5M Buy
273,153
+103,574
+61% +$8.18M 1.95% 7
2023
Q2 		$13.4M Buy
169,579
+4,526
+3% +$341K 1.55% 7
2023
Q1 		$12.5M Buy
165,053
+23,716
+17% +$1.81M 1.48% 6
2022
Q4 		$10.3M Buy
141,337
+28,210
+25% +$2.05M 1.37% 6
2022
Q3 		$7.56M Buy
113,127
+11,904
+12% +$887K 1.15% 10
2022
Q2 		$7.15M Buy
101,223
+19,004
+23% +$1.47M 1.06% 10
2022
Q1 		$6.97M Buy
82,219
+37,534
+84% +$3.15M 0.91% 15
2021
Q4 		$4M Buy
44,685
+10,022
+29% +$881K 0.53% 37
2021
Q3 		$2.9M Buy
34,663
+7,372
+27% +$633K 0.42% 56
2021
Q2 		$2.31M Buy
27,291
+7,057
+35% +$582K 0.28% 97
2021
Q1 		$1.58M Buy
20,234
+20,143
+22,135% +$1.53M 0.26% 102
2020
Q4 		$6K Buy
+91
New +$6.12K ﹤0.01% 1068

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

Arkadios Wealth Advisors's EUSA Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 5.4% in Q2 2026, buying an estimated $1.49M and bringing the position to 264,884 shares worth $30.2M. The position accounts for 0.46% of the portfolio, ranked #36.

Arkadios Wealth Advisors first reported a position in EUSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.5M in Q2 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Arkadios Wealth Advisors held 264,884 shares of iShares MSCI USA Equal Weighted ETF worth $30.2M as of Q2 2026.
  • Arkadios Wealth Advisors bought 13,561 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $1.49M.
  • iShares MSCI USA Equal Weighted ETF made up 0.46% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $38.5M in Q2 2025.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.