Goodman Financial’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Goodman Financial’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 Q1	$1.4M	Buy	13,725 +5,040	+58%	+$532K	0.24%	49
2025 Q4	$898K	Buy	8,685 +5,952	+218%	+$612K	0.17%	44
2025 Q3	$281K	Sell	2,733 -702	-20%	-$71.2K	0.05%	58
2025 Q2	$340K	Buy	+3,435	New	+$322K	0.07%	55
2025 Q1	–	Sell	-9,773	Closed	-$932K	–	66
2024 Q4	$932K	Buy	+9,773	New	+$956K	0.2%	40
2022 Q1	–	Sell	-4,270	Closed	-$382K	–	55
2021 Q4	$382K	Buy	+4,270	New	+$375K	0.1%	44

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PSP

Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goodman Financial's EUSA Position: Q1 2026 in Review

Goodman Financial increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 58% in Q1 2026, buying an estimated $532K and bringing the position to 13,725 shares worth $1.4M. The position accounts for 0.24% of the portfolio, ranked #49.

Goodman Financial first reported a position in EUSA in Q4 2021 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

Goodman Financial held 13,725 shares of iShares MSCI USA Equal Weighted ETF worth $1.4M as of Q1 2026.
Goodman Financial bought 5,040 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $532K.
iShares MSCI USA Equal Weighted ETF made up 0.24% of Goodman Financial's portfolio in Q1 2026, its #49 holding.
Goodman Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.