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Congress Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Congress Wealth Management’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
2025
Q2 		$479K Hold
4,833
– – ﹤0.01% 940
2025
Q1 		$452K Buy
4,833
+1
+0% +$97 0.01% 844
2024
Q4 		$461K Sell
4,832
-4,720
-49% -$462K 0.01% 656
2024
Q3 		$915K Buy
9,552
+4,832
+102% +$442K 0.01% 529
2024
Q2 		$417K Buy
+4,720
New +$416K 0.01% 559

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Congress Wealth Management's EUSA Position: Q2 2025 in Review

Congress Wealth Management held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2025 at 4,833 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Congress Wealth Management first reported a position in EUSA in Q2 2024 and has held it in 5 quarters since. The position peaked at $915K in Q3 2024. 139 funds tracked by Wall St. Rank hold EUSA as of Q2 2025.

  • Congress Wealth Management held 4,833 shares of iShares MSCI USA Equal Weighted ETF worth $479K as of Q2 2025.
  • Congress Wealth Management left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2025.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #940 holding.
  • Congress Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $915K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.