HB Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

HB Wealth Management’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	$219K	Buy	+1,919	New	+$210K	﹤0.01%	1551

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

HB Wealth Management's EUSA Position: Q2 2026 in Review

HB Wealth Management opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 1,919 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings.

154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

HB Wealth Management held 1,919 shares of iShares MSCI USA Equal Weighted ETF worth $219K as of Q2 2026.
iShares MSCI USA Equal Weighted ETF was a new HB Wealth Management position in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1551 holding.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.