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 Q2	$171K	Buy	+1,500	New	+$164K	0.02%	231
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 $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PSP

Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Concord Wealth Partners's EUSA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 1,500 shares worth $171K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EUSA as recently as Q4 2025.

Concord Wealth Partners first reported a position in EUSA in Q4 2021 and has held it in 17 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Concord Wealth Partners held 1,500 shares of iShares MSCI USA Equal Weighted ETF worth $171K as of Q2 2026.
iShares MSCI USA Equal Weighted ETF was a new Concord Wealth Partners position in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #231 holding.
Concord Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and has held it in 17 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.