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Dorsey & Whitney Trust’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Dorsey & Whitney 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 		$1.08M Hold
9,422
– – 0.05% 289
2026
Q1 		$959K Hold
9,422
– – 0.05% 307
2025
Q4 		$974K Hold
9,422
– – 0.05% 292
2025
Q3 		$970K Hold
9,422
– – 0.05% 287
2025
Q2 		$934K Hold
9,422
– – 0.05% 286
2025
Q1 		$882K Buy
+9,422
New +$912K 0.05% 286

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 22.9% 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

Dorsey & Whitney Trust's EUSA Position: Q2 2026 in Review

Dorsey & Whitney Trust held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 9,422 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #289.

Dorsey & Whitney Trust first reported a position in EUSA in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Dorsey & Whitney Trust held 9,422 shares of iShares MSCI USA Equal Weighted ETF worth $1.08M as of Q2 2026.
  • Dorsey & Whitney Trust left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up 0.05% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #289 holding.
  • Dorsey & Whitney Trust first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.