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Davidson Trust Company’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Davidson Trust Company’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 		$286K Hold
2,502
– – 0.11% 153
2026
Q1 		$255K Hold
2,502
– – 0.11% 159
2025
Q4 		$259K Hold
2,502
– – 0.11% 149
2025
Q3 		$258K Buy
+2,502
New +$254K 0.11% 149
2022
Q1 		– Sell
-4,410
Closed -$395K – 125
2021
Q4 		$395K Buy
+4,410
New +$388K 0.27% 86

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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

Davidson Trust Company's EUSA Position: Q2 2026 in Review

Davidson Trust Company held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 2,502 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #153.

Davidson Trust Company first reported a position in EUSA in Q4 2021 and has held it in 5 quarters since. The position peaked at $395K in Q4 2021. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Davidson Trust Company held 2,502 shares of iShares MSCI USA Equal Weighted ETF worth $286K as of Q2 2026.
  • Davidson Trust Company left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up 0.11% of Davidson Trust Company's portfolio in Q2 2026, its #153 holding.
  • Davidson Trust Company first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and has held it in 5 quarters since.
  • Davidson Trust Company's iShares MSCI USA Equal Weighted ETF position peaked at $395K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.