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Fairvoy Private Wealth’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Fairvoy Private Wealth’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
2025
Q4 		– Sell
-2,697
Closed -$278K – 196
2025
Q3 		$278K Buy
2,697
+93
+4% +$9.43K 0.06% 160
2025
Q2 		$258K Buy
+2,604
New +$244K 0.06% 161

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Fairvoy Private Wealth's EUSA Position: Q4 2025 in Review

Fairvoy Private Wealth sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2025, closing a stake of 2,697 shares — an estimated $278K sold.

Fairvoy Private Wealth first reported a position in EUSA in Q2 2025 and held it in 2 quarters. The position peaked at $278K in Q3 2025. 151 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

  • Fairvoy Private Wealth reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2025 after selling out during the quarter.
  • Fairvoy Private Wealth sold 2,697 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $278K.
  • Fairvoy Private Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and held it in 2 quarters.
  • Fairvoy Private Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $278K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on Fairvoy Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.