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

Flagship 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
Q1 		– Sell
-3,223
Closed -$307K – 103
2024
Q4 		$307K Buy
3,223
+2
+0.1% +$196 0.15% 80
2024
Q3 		$308K Buy
3,221
+2
+0.1% +$183 0.16% 79
2024
Q2 		$284K Sell
3,219
-2,202
-41% -$194K 0.17% 74
2024
Q1 		$493K Buy
+5,421
New +$467K 0.32% 55

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flagship Private Wealth's EUSA Position: Q1 2025 in Review

Flagship Private Wealth sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2025, closing a stake of 3,223 shares — an estimated $307K sold.

Flagship Private Wealth first reported a position in EUSA in Q1 2024 and held it in 4 quarters. The position peaked at $493K in Q1 2024. 120 funds tracked by Wall St. Rank hold EUSA as of Q1 2025.

  • Flagship Private Wealth reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2025 after selling out during the quarter.
  • Flagship Private Wealth sold 3,223 iShares MSCI USA Equal Weighted ETF shares in Q1 2025, an estimated $307K.
  • Flagship Private Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2024 and held it in 4 quarters.
  • Flagship Private Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $493K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2025.

Based on Flagship Private Wealth's 13F filing for Q1 2025, filed 14 Apr 2025.