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Axxcess Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Axxcess Wealth Management’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 		– Sell
-2,027
Closed -$210K – 588
2025
Q4 		$210K Buy
2,027
+11
+0.5% +$1.13K ﹤0.01% 979
2025
Q3 		$208K Buy
+2,016
New +$205K ﹤0.01% 880

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 $2.6B AUM 18.42% 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 $424B AUM 22.96% 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

Axxcess Wealth Management's EUSA Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2026, closing a stake of 2,027 shares — an estimated $210K sold.

Axxcess Wealth Management first reported a position in EUSA in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,027 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $210K.
  • Axxcess Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $210K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.