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Bogart Wealth LLC’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Bogart Wealth LLC’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 		$33.3K Buy
292
+1
+0.3% +$110 ﹤0.01% 644
2026
Q1 		$29.6K Buy
291
+51
+21% +$5.38K ﹤0.01% 620
2025
Q4 		$24.8K Buy
+240
New +$24.7K ﹤0.01% 632

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

Bogart Wealth LLC's EUSA Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.34% in Q2 2026, buying an estimated $110 and bringing the position to 292 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Bogart Wealth LLC first reported a position in EUSA in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Bogart Wealth LLC held 292 shares of iShares MSCI USA Equal Weighted ETF worth $33.3K as of Q2 2026.
  • Bogart Wealth LLC bought 1 iShares MSCI USA Equal Weighted ETF share in Q2 2026, an estimated $110.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #644 holding.
  • Bogart Wealth LLC first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.