Focus Partners Wealth
EUSA icon

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

Focus Partners 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
2026
Q1 		$292K Buy
2,871
+1
+0% +$106 ﹤0.01% 2210
2025
Q4 		$297K Buy
2,870
+270
+10% +$27.8K ﹤0.01% 2233
2025
Q3 		$268K Hold
2,600
– – ﹤0.01% 1909
2025
Q2 		$258K Hold
2,600
– – ﹤0.01% 1756
2025
Q1 		$243K Hold
2,600
– – ﹤0.01% 1675
2024
Q4 		$248K Buy
+2,600
New +$254K ﹤0.01% 1638

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

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

Focus Partners Wealth increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.03% in Q1 2026, buying an estimated $106 and bringing the position to 2,871 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Focus Partners Wealth first reported a position in EUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Focus Partners Wealth held 2,871 shares of iShares MSCI USA Equal Weighted ETF worth $292K as of Q1 2026.
  • Focus Partners Wealth bought 1 iShares MSCI USA Equal Weighted ETF share in Q1 2026, an estimated $106.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2210 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $297K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.