HC
EUSA icon

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

Henshaw Capital’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 		$78.8M Hold
774,400
– – 2.92% 7
2025
Q4 		$80M Hold
774,400
– – 2.88% 8
2025
Q3 		$79.7M Hold
774,400
– – 2.97% 8
2025
Q2 		$76.8M Hold
774,400
– – 3.04% 7
2025
Q1 		$72.5M Buy
774,400
+63,450
+9% +$6.14M 3.19% 5
2024
Q4 		$67.8M Hold
710,950
– – 2.82% 9
2024
Q3 		$68.1M Buy
710,950
+144,950
+26% +$13.3M 2.85% 6
2024
Q2 		$49.9M Hold
566,000
– – 2.25% 12
2024
Q1 		$51.5M Buy
+566,000
New +$48.7M 2.41% 11

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return