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

Evolution 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
Q1 		$654K Hold
6,426
– – 0.07% 94
2025
Q4 		$664K Hold
6,426
– – 0.07% 88
2025
Q3 		$662K Hold
6,426
– – 0.09% 88
2025
Q2 		$637K Buy
+6,426
New +$603K 0.09% 87

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 $16.5B AUM 19.94% 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

Evolution Wealth Advisors's EUSA Position: Q1 2026 in Review

Evolution Wealth Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 6,426 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #94.

Evolution Wealth Advisors first reported a position in EUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $664K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Evolution Wealth Advisors held 6,426 shares of iShares MSCI USA Equal Weighted ETF worth $654K as of Q1 2026.
  • Evolution Wealth Advisors left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Equal Weighted ETF made up 0.07% of Evolution Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Evolution Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $664K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.