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

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return