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Elmwood Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Elmwood Wealth Management’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 		$5.19M Sell
45,476
-191
-0.4% -$20.9K 1.3% 25
2026
Q1 		$4.65M Buy
45,667
+21,856
+92% +$2.31M 1.29% 24
2025
Q4 		$2.46M Sell
23,811
-389
-2% -$40K 0.78% 48
2025
Q3 		$2.49M Buy
24,200
+588
+2% +$59.6K 0.88% 44
2025
Q2 		$2.34M Sell
23,612
-748
-3% -$70.1K 0.93% 42
2025
Q1 		$2.28M Buy
24,360
+2,694
+12% +$261K 0.94% 43
2024
Q4 		$2.07M Buy
21,666
+1,355
+7% +$133K 0.83% 46
2024
Q3 		$1.94M Sell
20,311
-2,649
-12% -$242K 0.8% 49
2024
Q2 		$2.03M Buy
22,960
+1,415
+7% +$125K 0.9% 43
2024
Q1 		$1.96M Buy
21,545
+15,636
+265% +$1.35M 0.84% 44
2023
Q4 		$499K Sell
5,909
-10,666
-64% -$824K 0.35% 69
2023
Q3 		$1.25M Buy
16,575
+175
+1% +$13.8K 0.6% 56
2023
Q2 		$1.29M Sell
16,400
-475
-3% -$35.8K 0.6% 56
2023
Q1 		$1.27M Buy
16,875
+905
+6% +$68.9K 0.6% 57
2022
Q4 		$1.16M Buy
15,970
+240
+2% +$17.4K 0.58% 59
2022
Q3 		$1.05M Buy
15,730
+415
+3% +$30.9K 0.52% 59
2022
Q2 		$1.08M Buy
15,315
+3,870
+34% +$299K 0.62% 60
2022
Q1 		$971K Buy
11,445
+1,190
+12% +$99.9K 0.5% 70
2021
Q4 		$918K Buy
+10,255
New +$902K 0.44% 72
2021
Q2 		$732K Buy
8,664
+305
+4% +$25.1K 0.39% 75
2021
Q1 		$655K Buy
+8,359
New +$633K 0.4% 73
2020
Q3 		$375K Hold
6,544
– – 0.3% 74
2020
Q2 		$375K Sell
6,544
-5,581
-46% -$300K 0.3% 74
2020
Q1 		$668K Buy
12,125
+5,010
+70% +$295K 0.64% 55
2019
Q4 		$455K Buy
7,115
+735
+12% +$45.1K 0.4% 73
2019
Q3 		$381K Sell
6,380
-215
-3% -$12.7K 0.39% 66
2019
Q2 		$391K Buy
6,595
+630
+11% +$36.7K 0.35% 73
2019
Q1 		$342K Sell
5,965
-8,500
-59% -$470K 0.32% 74
2018
Q4 		$720K Buy
14,465
+1,250
+9% +$67.9K 0.7% 55
2018
Q3 		$779K Buy
13,215
+980
+8% +$57.3K 0.65% 57
2018
Q2 		$690K Buy
12,235
+110
+0.9% +$6.17K 0.63% 58
2018
Q1 		$668K Buy
+12,125
New +$684K 0.64% 55

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

Elmwood Wealth Management's EUSA Position: Q2 2026 in Review

Elmwood Wealth Management reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.42% in Q2 2026, selling an estimated $20.9K and leaving 45,476 shares worth $5.19M. The position accounts for 1.3% of the portfolio, ranked #25.

Elmwood Wealth Management first reported a position in EUSA in Q1 2018 and has held it in 32 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Elmwood Wealth Management held 45,476 shares of iShares MSCI USA Equal Weighted ETF worth $5.19M as of Q2 2026.
  • Elmwood Wealth Management sold 191 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $20.9K.
  • iShares MSCI USA Equal Weighted ETF made up 1.3% of Elmwood Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Elmwood Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2018 and has held it in 32 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.