DWA
EUSA icon

Delta Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Delta Wealth 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 		$891K Sell
7,800
-112
-1% -$12.3K 0.64% 28
2026
Q1 		$805K Sell
7,912
-687
-8% -$72.5K 0.61% 27
2025
Q4 		$889K Sell
8,599
-780
-8% -$80.3K 0.74% 25
2025
Q3 		$966K Sell
9,379
-705
-7% -$71.5K 0.76% 22
2025
Q2 		$1,000K Buy
10,084
+4,939
+96% +$463K 0.84% 22
2025
Q1 		$482K Sell
5,145
-2,408
-32% -$233K 0.44% 24
2024
Q4 		$720K Sell
7,553
-7,654
-50% -$749K 0.68% 21
2024
Q3 		$1.46M Sell
15,207
-55,034
-78% -$5.03M 1.39% 17
2024
Q2 		$6.2M Buy
70,241
+3,861
+6% +$341K 6.07% 4
2024
Q1 		$6.04M Buy
+66,380
New +$5.71M 6.24% 3

Other funds holding EUSA

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Delta Wealth Advisors's EUSA Position: Q2 2026 in Review

Delta Wealth Advisors reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.4% in Q2 2026, selling an estimated $12.3K and leaving 7,800 shares worth $891K. The position accounts for 0.64% of the portfolio, ranked #28.

Delta Wealth Advisors first reported a position in EUSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.2M in Q2 2024. 44 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Delta Wealth Advisors held 7,800 shares of iShares MSCI USA Equal Weighted ETF worth $891K as of Q2 2026.
  • Delta Wealth Advisors sold 112 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $12.3K.
  • iShares MSCI USA Equal Weighted ETF made up 0.64% of Delta Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Delta Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2024 and has held it in 10 quarters since.
  • Delta Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $6.2M in Q2 2024.
  • 44 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.