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Briaud Financial Planning’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-212
Closed -$21K – 110
2025
Q2 		$21K Buy
+212
New +$19.9K 0.01% 165

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Briaud Financial Planning's EUSA Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q3 2025, closing a stake of 212 shares — an estimated $21K sold.

Briaud Financial Planning first reported a position in EUSA in Q2 2025 and held it in 1 quarter. The position peaked at $21K in Q2 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 212 iShares MSCI USA Equal Weighted ETF shares in Q3 2025, an estimated $21K.
  • Briaud Financial Planning first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI USA Equal Weighted ETF position peaked at $21K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.