Heck Capital Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Heck Capital Advisors’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
2025 Q2	–	Sell	-58	Closed	-$5.38K	–	197
2025 Q1	$5.38K	Hold	58	–	–	﹤0.01%	219
2024 Q4	$5.48K	Hold	58	–	–	﹤0.01%	231
2024 Q3	$5.5K	Buy	+58	New	+$5.3K	﹤0.01%	195
2024 Q1	–	Sell	-46	Closed	-$3.88K	–	198
2023 Q4	$3.88K	Sell	46 -65,491	-100%	-$5.06M	﹤0.01%	182
2023 Q3	$4.93M	Buy	+65,537	New	+$5.18M	0.91%	32

Other funds holding EUSA

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

Heck Capital Advisors's EUSA Position: Q2 2025 in Review

Heck Capital Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2025, closing a stake of 58 shares — an estimated $5.38K sold.

Heck Capital Advisors first reported a position in EUSA in Q3 2023 and held it in 5 quarters. The position peaked at $4.93M in Q3 2023. 139 funds tracked by Wall St. Rank hold EUSA as of Q2 2025.

Heck Capital Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 58 iShares MSCI USA Equal Weighted ETF shares in Q2 2025, an estimated $5.38K.
Heck Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and held it in 5 quarters.
Heck Capital Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $4.93M in Q3 2023.
139 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.