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Global Retirement Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Global Retirement Partners’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 		$1.11M Buy
+9,679
New +$1.06M 0.02% 715
2025
Q4 		$931K Sell
9,010
-532
-6% -$54.7K 0.02% 692
2025
Q3 		$983K Buy
9,542
+22
+0.2% +$2.23K 0.02% 548
2025
Q2 		$944K Buy
+9,520
New +$893K 0.02% 527
2024
Q4 		$906K Buy
9,496
+719
+8% +$70.3K 0.03% 474
2024
Q3 		$840K Buy
8,777
+1,086
+14% +$99.3K 0.03% 483
2024
Q2 		$679K Buy
7,691
+123
+2% +$10.8K 0.02% 525
2024
Q1 		$689K Buy
7,568
+8
+0.1% +$689 0.03% 452
2023
Q4 		$625K Buy
7,560
+1,894
+33% +$146K 0.03% 438
2023
Q3 		$419K Buy
5,666
+2,484
+78% +$196K 0.02% 474
2023
Q2 		$251K Buy
3,182
+3,112
+4,446% +$234K 0.01% 615
2023
Q1 		$5.16K Hold
70
– – ﹤0.01% 2147
2022
Q4 		$5.11K Hold
70
– – ﹤0.01% 2016
2022
Q3 		$5K Hold
70
– – ﹤0.01% 1918
2022
Q2 		$5K Hold
70
– – ﹤0.01% 1877
2022
Q1 		$5K Buy
+70
New +$5.88K ﹤0.01% 1880
2021
Q4 		– Sell
-70
Closed -$6K – 686
2021
Q3 		$6K Hold
70
– – ﹤0.01% 1556
2021
Q2 		$6K Buy
+70
New +$5.77K ﹤0.01% 1514

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

Global Retirement Partners's EUSA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 9,679 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #715 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EUSA as recently as Q4 2025.

Global Retirement Partners first reported a position in EUSA in Q2 2021 and has held it in 18 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Global Retirement Partners held 9,679 shares of iShares MSCI USA Equal Weighted ETF worth $1.11M as of Q2 2026.
  • iShares MSCI USA Equal Weighted ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #715 holding.
  • Global Retirement Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2021 and has held it in 18 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.