Capital Analysts LLC’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Capital Analysts 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 Q1	$824K	Hold	8,086	–	–	0.02%	362
2025 Q4	$836K	Hold	8,086	–	–	0.02%	341
2025 Q3	$833K	Hold	8,086	–	–	0.02%	338
2025 Q2	$801K	Hold	8,086	–	–	0.03%	315
2025 Q1	$757K	Hold	8,086	–	–	0.03%	303
2024 Q4	$771K	Hold	8,086	–	–	0.03%	272
2024 Q3	$774K	Hold	8,086	–	–	0.03%	272
2024 Q2	$714K	Hold	8,086	–	–	0.03%	288
2024 Q1	$736K	Hold	8,086	–	–	0.03%	280
2023 Q4	$683K	Buy	8,086 +5,397	+201%	+$417K	0.03%	279
2023 Q3	$202K	Hold	2,689	–	–	0.01%	391
2023 Q2	$212K	Hold	2,689	–	–	0.01%	372
2023 Q1	$203K	Hold	2,689	–	–	0.01%	378
2022 Q4	$196K	Hold	2,689	–	–	0.01%	396
2022 Q3	$180K	Hold	2,689	–	–	0.01%	372
2022 Q2	$190K	Hold	2,689	–	–	0.01%	350
2022 Q1	$228K	Sell	2,689 -2,689	-50%	-$226K	0.01%	330
2021 Q4	$481K	Buy	5,378 +2,689	+100%	+$236K	0.03%	269
2021 Q3	$225K	Hold	2,689	–	–	0.01%	328
2021 Q2	$227K	Hold	2,689	–	–	0.02%	322
2021 Q1	$211K	Hold	2,689	–	–	0.01%	330
2020 Q4	$194K	Hold	2,689	–	–	0.02%	246
2020 Q3	$164K	Hold	2,689	–	–	0.02%	261
2020 Q2	$154K	Buy	+2,689	New	+$145K	0.02%	239

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 $16.5B AUM 19.94% 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

Capital Analysts LLC's EUSA Position: Q1 2026 in Review

Capital Analysts LLC held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 8,086 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #362.

Capital Analysts LLC first reported a position in EUSA in Q2 2020 and has held it in 24 quarters since. The position peaked at $836K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

Capital Analysts LLC held 8,086 shares of iShares MSCI USA Equal Weighted ETF worth $824K as of Q1 2026.
Capital Analysts LLC left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
iShares MSCI USA Equal Weighted ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #362 holding.
Capital Analysts LLC first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2020 and has held it in 24 quarters since.
Capital Analysts LLC's iShares MSCI USA Equal Weighted ETF position peaked at $836K in Q4 2025.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.