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

Benchmark Financial 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 		$1.01M Sell
8,834
-3,157
-26% -$346K 0.25% 54
2026
Q1 		$1.22M Sell
11,991
-649
-5% -$68.5K 0.34% 43
2025
Q4 		$1.31M Buy
12,640
+68
+0.5% +$7K 0.38% 40
2025
Q3 		$1.29M Buy
12,572
+54
+0.4% +$5.48K 0.39% 39
2025
Q2 		$1.24M Sell
12,518
-58
-0.5% -$5.44K 0.41% 38
2025
Q1 		$1.18M Sell
12,576
-1,984
-14% -$192K 0.44% 31
2024
Q4 		$1.39M Sell
14,560
-251
-2% -$24.6K 0.45% 32
2024
Q3 		$1.42M Sell
14,811
-1,381
-9% -$126K 0.47% 27
2024
Q2 		$1.43M Buy
16,192
+601
+4% +$53K 0.53% 27
2024
Q1 		$1.42M Sell
15,591
-1,031
-6% -$88.8K 0.54% 25
2023
Q4 		$1.4M Sell
16,622
-1,037
-6% -$80.1K 0.6% 25
2023
Q3 		$1.33M Hold
17,659
– – 0.62% 25
2023
Q2 		$1.39M Sell
17,659
-548
-3% -$41.3K 0.65% 22
2023
Q1 		$1.38M Buy
18,207
+796
+5% +$60.6K 0.71% 20
2022
Q4 		$1.27M Sell
17,411
-1,342
-7% -$97.5K 0.69% 20
2022
Q3 		$1.25M Sell
18,753
-11,397
-38% -$850K 0.74% 23
2022
Q2 		$2.13M Sell
30,150
-6,737
-18% -$520K 1.09% 23
2022
Q1 		$3.13M Buy
36,887
+4,564
+14% +$383K 1.33% 20
2021
Q4 		$2.89M Buy
32,323
+15,522
+92% +$1.36M 1.21% 22
2021
Q3 		$1.41M Buy
16,801
+4,633
+38% +$398K 0.67% 24
2021
Q2 		$1.03M Buy
12,168
+3,822
+46% +$315K 0.49% 27
2021
Q1 		$654K Buy
8,346
+1,074
+15% +$81.3K 0.36% 30
2020
Q4 		$525K Buy
7,272
+5
+0.1% +$336 0.29% 35
2020
Q3 		$444K Sell
7,267
-1,213
-14% -$73.6K 0.29% 35
2020
Q2 		$485K Sell
8,480
-9,543
-53% -$513K 0.36% 33
2020
Q1 		$840K Buy
18,023
+61
+0.3% +$3.6K 0.85% 17
2019
Q4 		$1.15M Buy
17,962
+45
+0.3% +$2.76K 0.95% 15
2019
Q3 		$1.07M Buy
17,917
+362
+2% +$21.4K 1.05% 14
2019
Q2 		$1.04M Sell
17,555
-57
-0.3% -$3.32K 1.02% 13
2019
Q1 		$1.01M Buy
17,612
+310
+2% +$17.2K 1.06% 13
2018
Q4 		$861K Buy
17,302
+5,656
+49% +$307K 1.07% 12
2018
Q3 		$687K Buy
+11,646
New +$681K 0.85% 10

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
IF
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Benchmark Financial Wealth Advisors's EUSA Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 26% in Q2 2026, selling an estimated $346K and leaving 8,834 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #54.

Benchmark Financial Wealth Advisors first reported a position in EUSA in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.13M in Q1 2022. 59 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 8,834 shares of iShares MSCI USA Equal Weighted ETF worth $1.01M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 3,157 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $346K.
  • iShares MSCI USA Equal Weighted ETF made up 0.25% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2018 and has held it in 32 quarters since.
  • Benchmark Financial Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $3.13M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.