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Gilbert Capital Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Gilbert Capital Group’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 		$1.38M Sell
12,128
-2,252
-16% -$247K 0.97% 26
2026
Q1 		$1.46M Sell
14,380
-778
-5% -$82.1K 1.13% 19
2025
Q4 		$1.57M Sell
15,158
-547
-3% -$56.3K 1.18% 20
2025
Q3 		$1.62M Sell
15,705
-555
-3% -$56.3K 1.25% 20
2025
Q2 		$1.61M Buy
+16,260
New +$1.52M 1.34% 20

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

Gilbert Capital Group's EUSA Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 16% in Q2 2026, selling an estimated $247K and leaving 12,128 shares worth $1.38M. The position accounts for 0.97% of the portfolio, ranked #26.

Gilbert Capital Group first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Gilbert Capital Group held 12,128 shares of iShares MSCI USA Equal Weighted ETF worth $1.38M as of Q2 2026.
  • Gilbert Capital Group sold 2,252 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $247K.
  • iShares MSCI USA Equal Weighted ETF made up 0.97% of Gilbert Capital Group's portfolio in Q2 2026, its #26 holding.
  • Gilbert Capital Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's iShares MSCI USA Equal Weighted ETF position peaked at $1.62M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.