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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 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. 26 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.
26 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.