Concord Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Concord Wealth Partners’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	–	Sell	-1,500	Closed	-$155K	–	376
2025 Q4	$155K	Hold	1,500	–	–	0.02%	215
2025 Q3	$154K	Hold	1,500	–	–	0.02%	218
2025 Q2	$149K	Hold	1,500	–	–	0.02%	230
2025 Q1	$140K	Hold	1,500	–	–	0.02%	214
2024 Q4	$143K	Hold	1,500	–	–	0.02%	220
2024 Q3	$144K	Hold	1,500	–	–	0.02%	230
2024 Q2	$132K	Hold	1,500	–	–	0.02%	225
2024 Q1	$136K	Hold	1,500	–	–	0.02%	245
2023 Q4	$127K	Hold	1,500	–	–	0.03%	253
2023 Q3	$113K	Hold	1,500	–	–	0.02%	268
2023 Q2	$118K	Hold	1,500	–	–	0.03%	255
2023 Q1	$113K	Buy	1,500 +500	+50%	+$38.1K	0.03%	236
2022 Q4	$72.9K	Buy	+1,000	New	+$72.7K	0.02%	300
2022 Q3	–	Sell	-1,000	Closed	-$71K	–	457
2022 Q2	$71K	Hold	1,000	–	–	0.02%	313
2022 Q1	$85K	Hold	1,000	–	–	0.02%	323
2021 Q4	$90K	Buy	+1,000	New	+$87.9K	0.02%	325

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

Concord Wealth Partners's EUSA Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2026, closing a stake of 1,500 shares — an estimated $155K sold.

Concord Wealth Partners first reported a position in EUSA in Q4 2021 and held it in 16 quarters. The position peaked at $155K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

Concord Wealth Partners reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 1,500 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $155K.
Concord Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $155K in Q4 2025.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.