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Integrated Wealth Concepts’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Integrated Wealth Concepts’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 		$397K Buy
+3,479
New +$381K ﹤0.01% 1916
2022
Q3 		– Sell
-3,273
Closed -$231K – 967
2022
Q2 		$231K Buy
3,273
+10
+0.3% +$772 0.01% 840
2022
Q1 		$277K Buy
+3,263
New +$274K 0.01% 772

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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

Integrated Wealth Concepts's EUSA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 3,479 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #1916 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EUSA as recently as Q2 2022.

Integrated Wealth Concepts first reported a position in EUSA in Q1 2022 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Integrated Wealth Concepts held 3,479 shares of iShares MSCI USA Equal Weighted ETF worth $397K as of Q2 2026.
  • iShares MSCI USA Equal Weighted ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1916 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2022 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.