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Gallagher Fiduciary Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Gallagher Fiduciary Advisors’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 		$23.4K Buy
308,054
+304,829
+9,452% +$32.2M ﹤0.01% 337
2025
Q4 		$333K Buy
+3,225
New +$332K 0.01% 253
2025
Q3 		– Sell
-303,271
Closed -$22.8K – 319
2025
Q2 		$22.8K Buy
303,271
+300,046
+9,304% +$28.1M ﹤0.01% 325
2025
Q1 		$302K Buy
+3,225
New +$312K 0.01% 239

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

Gallagher Fiduciary Advisors's EUSA Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 9,452% in Q1 2026, buying an estimated $32.2M and bringing the position to 308,054 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Gallagher Fiduciary Advisors first reported a position in EUSA in Q1 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Gallagher Fiduciary Advisors held 308,054 shares of iShares MSCI USA Equal Weighted ETF worth $23.4K as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 304,829 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $32.2M.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #337 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 4 quarters since.
  • Gallagher Fiduciary Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $333K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.