Clearstead Advisors
EUSA icon

Clearstead Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Clearstead 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
Q3 		$161K Hold
1,448
– – ﹤0.01% 1108
2026
Q2 		$165K Hold
1,448
– – ﹤0.01% 1113
2026
Q1 		$147K Hold
1,448
– – ﹤0.01% 1046
2025
Q4 		$150K Buy
+1,448
New +$149K ﹤0.01% 997

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Clearstead Advisors's EUSA Position: Q3 2026 in Review

Clearstead Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q3 2026 at 1,448 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Clearstead Advisors first reported a position in EUSA in Q4 2025 and has held it in 4 quarters since. The position peaked at $165K in Q2 2026. 122 funds tracked by Wall St. Rank hold EUSA as of Q3 2026.

  • Clearstead Advisors held 1,448 shares of iShares MSCI USA Equal Weighted ETF worth $161K as of Q3 2026.
  • Clearstead Advisors left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1108 holding.
  • Clearstead Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $165K in Q2 2026.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.