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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
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 $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clearstead Advisors's EUSA Position: Q1 2026 in Review

Clearstead Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 1,448 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Clearstead Advisors first reported a position in EUSA in Q4 2025 and has held it in 2 quarters since. The position peaked at $150K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Clearstead Advisors held 1,448 shares of iShares MSCI USA Equal Weighted ETF worth $147K as of Q1 2026.
  • Clearstead Advisors left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1046 holding.
  • Clearstead Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $150K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.