Glassman Wealth Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Glassman Wealth Services’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	$3.43K	Hold	30	–	–	﹤0.01%	213
2026 Q1	$3.05K	Hold	30	–	–	﹤0.01%	168
2025 Q4	$3.1K	Hold	30	–	–	﹤0.01%	178
2025 Q3	$3.09K	Hold	30	–	–	﹤0.01%	166
2025 Q2	$2.97K	Hold	30	–	–	﹤0.01%	163
2025 Q1	$2.81K	Buy	30 +12	+67%	+$1.16K	﹤0.01%	183
2024 Q4	$1.72K	Hold	18	–	–	﹤0.01%	155
2024 Q3	$1.72K	Hold	18	–	–	﹤0.01%	164
2024 Q2	$1.59K	Hold	18	–	–	﹤0.01%	174
2024 Q1	$1.64K	Hold	18	–	–	﹤0.01%	187
2023 Q4	$1.52K	Hold	18	–	–	﹤0.01%	1424
2023 Q3	$1.35K	Hold	18	–	–	﹤0.01%	1454
2023 Q2	$1.42K	Hold	18	–	–	﹤0.01%	1347
2023 Q1	$1.36K	Hold	18	–	–	﹤0.01%	1346
2022 Q4	$1.31K	Hold	18	–	–	﹤0.01%	1357
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1388
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1397
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	1221
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	1191
2021 Q3	$2K	Buy	18 +5	+38%	+$429	﹤0.01%	1159
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1274
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1238
2020 Q4	$1K	Buy	13 +4	+44%	+$269	﹤0.01%	1199
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	1142
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	1008
2020 Q1	$0	Buy	+9	New	+$531	﹤0.01%	1246

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Glassman Wealth Services's EUSA Position: Q2 2026 in Review

Glassman Wealth Services held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 30 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Glassman Wealth Services first reported a position in EUSA in Q1 2020 and has held it in 26 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Glassman Wealth Services held 30 shares of iShares MSCI USA Equal Weighted ETF worth $3.43K as of Q2 2026.
Glassman Wealth Services left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #213 holding.
Glassman Wealth Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2020 and has held it in 26 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.