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Aspire Growth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Aspire Growth 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
Q1 		$841K Buy
8,266
+29
+0.4% +$3.06K 0.58% 38
2025
Q4 		$851K Buy
8,237
+44
+0.5% +$4.53K 0.59% 36
2025
Q3 		$844K Buy
8,193
+35
+0.4% +$3.55K 0.62% 36
2025
Q2 		$809K Sell
8,158
-5,608
-41% -$526K 0.66% 35
2025
Q1 		$1.28M Sell
13,766
-338
-2% -$32.7K 1.14% 18
2024
Q4 		$1.36M Buy
+14,104
New +$1.38M 1.34% 16

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 $18.1B AUM 24.63% 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

Aspire Growth Partners's EUSA Position: Q1 2026 in Review

Aspire Growth Partners increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.35% in Q1 2026, buying an estimated $3.06K and bringing the position to 8,266 shares worth $841K. The position accounts for 0.58% of the portfolio, ranked #38.

Aspire Growth Partners first reported a position in EUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2024. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Aspire Growth Partners held 8,266 shares of iShares MSCI USA Equal Weighted ETF worth $841K as of Q1 2026.
  • Aspire Growth Partners bought 29 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $3.06K.
  • iShares MSCI USA Equal Weighted ETF made up 0.58% of Aspire Growth Partners's portfolio in Q1 2026, its #38 holding.
  • Aspire Growth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 6 quarters since.
  • Aspire Growth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $1.36M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.