Bessemer Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Bessemer Group’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	$1.59M	Sell	15,650 -1,680	-10%	-$177K	﹤0.01%	855
2025 Q4	$1.79M	Sell	17,330 -1,090	-6%	-$112K	﹤0.01%	834
2025 Q3	$1.9M	Sell	18,420 -980	-5%	-$99.4K	﹤0.01%	505
2025 Q2	$1.92M	Hold	19,400	–	–	﹤0.01%	482
2025 Q1	$1.82M	Hold	19,400	–	–	﹤0.01%	501
2024 Q4	$1.85M	Hold	19,400	–	–	﹤0.01%	656
2024 Q3	$1.86M	Hold	19,400	–	–	﹤0.01%	668
2024 Q2	$1.71M	Hold	19,400	–	–	﹤0.01%	540
2024 Q1	$1.76M	Hold	19,400	–	–	﹤0.01%	552
2023 Q4	$1.64M	Hold	19,400	–	–	﹤0.01%	532
2023 Q3	$1.46M	Hold	19,400	–	–	﹤0.01%	538
2023 Q2	$1.53M	Hold	19,400	–	–	﹤0.01%	544
2023 Q1	$1.47M	Hold	19,400	–	–	﹤0.01%	512
2022 Q4	$1.42M	Hold	19,400	–	–	﹤0.01%	512
2022 Q3	$1.3M	Hold	19,400	–	–	﹤0.01%	534
2022 Q2	$1.37M	Hold	19,400	–	–	﹤0.01%	516
2022 Q1	$1.65M	Hold	19,400	–	–	﹤0.01%	391
2021 Q4	$1.74M	Hold	19,400	–	–	﹤0.01%	366
2021 Q3	$1.62M	Hold	19,400	–	–	﹤0.01%	340
2021 Q2	$1.64M	Hold	19,400	–	–	﹤0.01%	345
2021 Q1	$1.52M	Hold	19,400	–	–	﹤0.01%	355
2020 Q4	$1.4M	Hold	19,400	–	–	﹤0.01%	350
2020 Q3	$1.19M	Hold	19,400	–	–	﹤0.01%	384
2020 Q2	$1.11M	Hold	19,400	–	–	﹤0.01%	735
2020 Q1	$905K	Hold	19,400	–	–	﹤0.01%	629
2019 Q4	$1.24M	Hold	19,400	–	–	﹤0.01%	700
2019 Q3	$1.16M	Hold	19,400	–	–	﹤0.01%	662
2019 Q2	$1.15M	Hold	19,400	–	–	﹤0.01%	675
2019 Q1	$1.11M	Hold	19,400	–	–	﹤0.01%	608
2018 Q4	$966K	Hold	19,400	–	–	﹤0.01%	578
2018 Q3	$1.14M	Hold	19,400	–	–	﹤0.01%	543
2018 Q2	$1.09M	Buy	+19,400	New	+$1.09M	﹤0.01%	551

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bessemer Group's EUSA Position: Q1 2026 in Review

Bessemer Group reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 9.7% in Q1 2026, selling an estimated $177K and leaving 15,650 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Bessemer Group first reported a position in EUSA in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.92M in Q2 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

Bessemer Group held 15,650 shares of iShares MSCI USA Equal Weighted ETF worth $1.59M as of Q1 2026.
Bessemer Group sold 1,680 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $177K.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #855 holding.
Bessemer Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2018 and has held it in 32 quarters since.
Bessemer Group's iShares MSCI USA Equal Weighted ETF position peaked at $1.92M in Q2 2025.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.