FAS Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

FAS Wealth Partners’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	$111K	Hold	1,090	–	–	0.01%	363
2025 Q4	$113K	Hold	1,090	–	–	0.01%	359
2025 Q3	$112K	Hold	1,090	–	–	0.01%	335
2025 Q2	$108K	Hold	1,090	–	–	0.01%	336
2025 Q1	$102K	Hold	1,090	–	–	0.01%	311
2024 Q4	$104K	Sell	1,090 -500	-31%	-$48.9K	0.01%	318
2024 Q3	$152K	Hold	1,590	–	–	0.01%	308
2024 Q2	$140K	Sell	1,590 -210	-12%	-$18.5K	0.01%	300
2024 Q1	$164K	Hold	1,800	–	–	0.01%	301
2023 Q4	$152K	Hold	1,800	–	–	0.01%	295
2023 Q3	$135K	Hold	1,800	–	–	0.01%	286
2023 Q2	$142K	Hold	1,800	–	–	0.02%	269
2023 Q1	$136K	Hold	1,800	–	–	0.01%	296
2022 Q4	$131K	Hold	1,800	–	–	0.01%	289
2022 Q3	$120K	Hold	1,800	–	–	0.01%	285
2022 Q2	$127K	Hold	1,800	–	–	0.01%	290
2022 Q1	$153K	Hold	1,800	–	–	0.01%	286
2021 Q4	$161K	Hold	1,800	–	–	0.01%	296
2021 Q3	$151K	Hold	1,800	–	–	0.01%	296
2021 Q2	$152K	Hold	1,800	–	–	0.01%	283
2021 Q1	$141K	Hold	1,800	–	–	0.01%	267
2020 Q4	$130K	Hold	1,800	–	–	0.01%	259
2020 Q3	$110K	Hold	1,800	–	–	0.02%	248
2020 Q2	$103K	Buy	+1,800	New	+$96.8K	0.02%	237

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FAS Wealth Partners's EUSA Position: Q1 2026 in Review

FAS Wealth Partners held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 1,090 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #363.

FAS Wealth Partners first reported a position in EUSA in Q2 2020 and has held it in 24 quarters since. The position peaked at $164K in Q1 2024. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

FAS Wealth Partners held 1,090 shares of iShares MSCI USA Equal Weighted ETF worth $111K as of Q1 2026.
FAS Wealth Partners left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
iShares MSCI USA Equal Weighted ETF made up 0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #363 holding.
FAS Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2020 and has held it in 24 quarters since.
FAS Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $164K in Q1 2024.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.