HM Payson & Co’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

HM Payson & Co’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	–	Sell	-2,000	Closed	-$207K	–	1157
2025 Q4	$207K	Buy	+2,000	New	+$206K	﹤0.01%	418

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PSP

Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HM Payson & Co's EUSA Position: Q1 2026 in Review

HM Payson & Co sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q1 2026, closing a stake of 2,000 shares — an estimated $207K sold.

HM Payson & Co first reported a position in EUSA in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

HM Payson & Co reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 2,000 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $207K.
HM Payson & Co first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and held it in 1 quarter.
HM Payson & Co's iShares MSCI USA Equal Weighted ETF position peaked at $207K in Q4 2025.
149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.