Financial Architects (Georgia)’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Financial Architects (Georgia)’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	$9.4M	Buy	82,322 +607	+0.7%	+$66.5K	4.51%	11
2026 Q1	$8.32M	Buy	81,715 +4,905	+6%	+$518K	4.39%	10
2025 Q4	$7.94M	Buy	76,810 +4,515	+6%	+$465K	4.27%	11
2025 Q3	$7.44M	Sell	72,295 -4,335	-6%	-$440K	4.23%	10
2025 Q2	$7.6M	Sell	76,630 -4,322	-5%	-$405K	4.61%	10
2025 Q1	$7.58M	Buy	80,952 +4,060	+5%	+$393K	4.84%	7
2024 Q4	$7.33M	Sell	76,892 -4,112	-5%	-$402K	4.7%	8
2024 Q3	$7.76M	Sell	81,004 -1,140	-1%	-$104K	5%	7
2024 Q2	$7.25M	Sell	82,144 -2,265	-3%	-$200K	4.93%	8
2024 Q1	$7.68M	Buy	84,409 +2,800	+3%	+$241K	5.32%	8
2023 Q4	$6.89M	Buy	+81,609	New	+$6.31M	5.43%	7

Other funds holding EUSA

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

FFA

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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

ZIC

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

Financial Architects (Georgia)'s EUSA Position: Q2 2026 in Review

Financial Architects (Georgia) increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.74% in Q2 2026, buying an estimated $66.5K and bringing the position to 82,322 shares worth $9.4M. The position accounts for 4.51% of the portfolio, ranked #11.

Financial Architects (Georgia) first reported a position in EUSA in Q4 2023 and has held it in 11 quarters since. 59 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Financial Architects (Georgia) held 82,322 shares of iShares MSCI USA Equal Weighted ETF worth $9.4M as of Q2 2026.
Financial Architects (Georgia) bought 607 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $66.5K.
iShares MSCI USA Equal Weighted ETF made up 4.51% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #11 holding.
Financial Architects (Georgia) first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and has held it in 11 quarters since.
59 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.