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Genesis Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Genesis Wealth 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
Q2 		$8.95M Buy
78,386
+1,759
+2% +$193K 5.35% 6
2026
Q1 		$7.8M Buy
76,627
+3,557
+5% +$375K 5.21% 6
2025
Q4 		$7.55M Buy
73,070
+2,281
+3% +$235K 5.17% 6
2025
Q3 		$7.29M Buy
70,789
+1,248
+2% +$127K 5.14% 6
2025
Q2 		$6.89M Buy
69,541
+3,380
+5% +$317K 5.17% 7
2025
Q1 		$6.19M Buy
66,161
+2,237
+3% +$217K 5.01% 8
2024
Q4 		$6.1M Buy
+63,924
New +$6.25M 5.31% 5

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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Genesis Wealth Advisors's EUSA Position: Q2 2026 in Review

Genesis Wealth Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 2.3% in Q2 2026, buying an estimated $193K and bringing the position to 78,386 shares worth $8.95M. The position accounts for 5.35% of the portfolio, ranked #6.

Genesis Wealth Advisors first reported a position in EUSA in Q4 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Genesis Wealth Advisors held 78,386 shares of iShares MSCI USA Equal Weighted ETF worth $8.95M as of Q2 2026.
  • Genesis Wealth Advisors bought 1,759 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $193K.
  • iShares MSCI USA Equal Weighted ETF made up 5.35% of Genesis Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Genesis Wealth Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 7 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.