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 Q2	$1.72M	Buy	15,099 +2,891	+24%	+$317K	0.14%	112
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 $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

Crescent Grove Advisors's EUSA Position: Q2 2026 in Review

Crescent Grove Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 24% in Q2 2026, buying an estimated $317K and bringing the position to 15,099 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #112.

Crescent Grove Advisors first reported a position in EUSA in Q4 2022 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Crescent Grove Advisors held 15,099 shares of iShares MSCI USA Equal Weighted ETF worth $1.72M as of Q2 2026.
Crescent Grove Advisors bought 2,891 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $317K.
iShares MSCI USA Equal Weighted ETF made up 0.14% of Crescent Grove Advisors's portfolio in Q2 2026, its #112 holding.
Crescent Grove Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.