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

Bay 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 Q2	$628K	Hold	5,500	–	–	0.34%	58
2026 Q1	$560K	Hold	5,500	–	–	0.35%	57
2025 Q4	$569K	Sell	5,500 -100	-2%	-$10.3K	0.35%	60
2025 Q3	$577K	Hold	5,600	–	–	0.38%	55
2025 Q2	$555K	Hold	5,600	–	–	0.42%	55
2025 Q1	$524K	Sell	5,600 -600	-10%	-$58.1K	0.44%	54
2024 Q4	$591K	Buy	+6,200	New	+$606K	0.48%	47

Other funds holding EUSA

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Bay Capital Advisors's EUSA Position: Q2 2026 in Review

Bay Capital Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 5,500 shares worth $628K. The position accounts for 0.34% of the portfolio, ranked #58.

Bay Capital Advisors first reported a position in EUSA in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Bay Capital Advisors held 5,500 shares of iShares MSCI USA Equal Weighted ETF worth $628K as of Q2 2026.
Bay Capital Advisors left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.34% of Bay Capital Advisors's portfolio in Q2 2026, its #58 holding.
Bay Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.