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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
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 $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dorsey & Whitney Trust's EUSA Position: Q1 2026 in Review

Dorsey & Whitney Trust held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 9,422 shares worth $959K. The position accounts for 0.05% of the portfolio, ranked #307.

Dorsey & Whitney Trust first reported a position in EUSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $974K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Dorsey & Whitney Trust held 9,422 shares of iShares MSCI USA Equal Weighted ETF worth $959K as of Q1 2026.
  • Dorsey & Whitney Trust left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Equal Weighted ETF made up 0.05% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #307 holding.
  • Dorsey & Whitney Trust first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 5 quarters since.
  • Dorsey & Whitney Trust's iShares MSCI USA Equal Weighted ETF position peaked at $974K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.