Crescent Grove Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Crescent Grove 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	$1.24M	Buy	12,208 +3,165	+35%	+$334K	0.12%	125
2025 Q4	$935K	Buy	9,043 +3,408	+60%	+$351K	0.09%	131
2025 Q3	$580K	Buy	5,635 +1,592	+39%	+$161K	0.06%	158
2025 Q2	$401K	Buy	4,043 +586	+17%	+$54.9K	0.04%	181
2025 Q1	$324K	Buy	3,457 +797	+30%	+$77.2K	0.03%	202
2024 Q4	$254K	Buy	+2,660	New	+$260K	0.03%	243
2023 Q4	–	Sell	-8,641	Closed	-$653K	–	287
2023 Q3	$653K	Hold	8,641	–	–	0.08%	139
2023 Q2	$681K	Buy	8,641 +327	+4%	+$24.6K	0.07%	140
2023 Q1	$628K	Buy	8,314 +2,274	+38%	+$173K	0.07%	150
2022 Q4	$441K	Buy	+6,040	New	+$439K	0.05%	187

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 $18.1B AUM 24.63% 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

Crescent Grove Advisors's EUSA Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 35% in Q1 2026, buying an estimated $334K and bringing the position to 12,208 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #125.

Crescent Grove Advisors first reported a position in EUSA in Q4 2022 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

Crescent Grove Advisors held 12,208 shares of iShares MSCI USA Equal Weighted ETF worth $1.24M as of Q1 2026.
Crescent Grove Advisors bought 3,165 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $334K.
iShares MSCI USA Equal Weighted ETF made up 0.12% of Crescent Grove Advisors's portfolio in Q1 2026, its #125 holding.
Crescent Grove Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

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