Crews Bank & Trust’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Crews Bank & Trust’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	$16.3M	Sell	143,137 -2,245	-2%	-$246K	2.13%	12
2026 Q1	$14.8M	Sell	145,382 -6,252	-4%	-$660K	2.15%	12
2025 Q4	$15.7M	Buy	151,634 +604	+0.4%	+$62.2K	2.24%	12
2025 Q3	$15.6M	Sell	151,030 -11,190	-7%	-$1.14M	2.28%	13
2025 Q2	$16.1M	Buy	162,220 +7,702	+5%	+$722K	2.53%	10
2025 Q1	$14.5M	Buy	154,518 +4,325	+3%	+$419K	2.47%	11
2024 Q4	$14.3M	Buy	+150,193	New	+$14.7M	2.41%	11

Other funds holding EUSA

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Crews Bank & Trust's EUSA Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.5% in Q2 2026, selling an estimated $246K and leaving 143,137 shares worth $16.3M. The position accounts for 2.13% of the portfolio, ranked #12.

Crews Bank & Trust first reported a position in EUSA in Q4 2024 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Crews Bank & Trust held 143,137 shares of iShares MSCI USA Equal Weighted ETF worth $16.3M as of Q2 2026.
Crews Bank & Trust sold 2,245 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $246K.
iShares MSCI USA Equal Weighted ETF made up 2.13% of Crews Bank & Trust's portfolio in Q2 2026, its #12 holding.
Crews Bank & Trust first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.