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

Cornerstone 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
2026 Q2	$535K	Buy	4,689 +1	+0%	+$110	0.02%	471
2026 Q1	$477K	Sell	4,688 -138	-3%	-$14.6K	0.02%	460
2025 Q4	$499K	Sell	4,826 -13	-0.3%	-$1.34K	0.03%	422
2025 Q3	$498K	Buy	4,839 +2	+0%	+$203	0.03%	419
2025 Q2	$479K	Sell	4,837 -7	-0.1%	-$656	0.03%	401
2025 Q1	$453K	Sell	4,844 -58	-1%	-$5.62K	0.03%	382
2024 Q4	$467K	Sell	4,902 -35	-0.7%	-$3.42K	0.03%	367
2024 Q3	$473K	Sell	4,937 -8	-0.2%	-$732	0.03%	365
2024 Q2	$436K	Sell	4,945 -4	-0.1%	-$353	0.03%	353
2024 Q1	$450K	Sell	4,949 -29	-0.6%	-$2.5K	0.04%	349
2023 Q4	$420K	Sell	4,978 -5	-0.1%	-$386	0.04%	350
2023 Q3	$375K	Sell	4,983 -106	-2%	-$8.37K	0.04%	373
2023 Q2	$401K	Buy	+5,089	New	+$383K	0.04%	348
2020 Q1	–	Sell	-4,681	Closed	-$299K	–	353
2019 Q4	$299K	Sell	4,681 -21	-0.4%	-$1.29K	0.05%	268
2019 Q3	$280K	Sell	4,702 -67	-1%	-$3.97K	0.05%	273
2019 Q2	$284K	Buy	4,769 +665	+16%	+$38.7K	0.05%	287
2019 Q1	$265K	Buy	+4,104	New	+$227K	0.03%	419

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

Cornerstone Wealth Management's EUSA Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.02% in Q2 2026, buying an estimated $110 and bringing the position to 4,689 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #471.

Cornerstone Wealth Management first reported a position in EUSA in Q1 2019 and has held it in 17 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Cornerstone Wealth Management held 4,689 shares of iShares MSCI USA Equal Weighted ETF worth $535K as of Q2 2026.
Cornerstone Wealth Management bought 1 iShares MSCI USA Equal Weighted ETF share in Q2 2026, an estimated $110.
iShares MSCI USA Equal Weighted ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #471 holding.
Cornerstone Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2019 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.