JWBC
EUSA icon

John W. Brooker & Co’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

John W. Brooker & 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
Q2 		$223K Buy
+1,949
New +$214K 0.27% 68
2026
Q1 		– Sell
-1,949
Closed -$201K – 67
2025
Q4 		$201K Hold
1,949
– – 0.36% 56
2025
Q3 		$201K Buy
+1,949
New +$198K 0.41% 48
2025
Q2 		– Sell
-18,827
Closed -$1.76M – 50
2025
Q1 		$1.76M Sell
18,827
-8
-0% -$775 0.73% 33
2024
Q4 		$1.8M Buy
18,835
+3
+0% +$293 0.77% 32
2024
Q3 		$1.8M Sell
18,832
-49
-0.3% -$4.48K 0.83% 33
2024
Q2 		$1.67M Sell
18,881
-18
-0.1% -$1.59K 0.83% 32
2024
Q1 		$1.72M Sell
18,899
-48
-0.3% -$4.13K 0.92% 30
2023
Q4 		$1.6M Buy
18,947
+6
+0% +$464 0.92% 28
2023
Q3 		$1.42M Hold
18,941
– – 0.9% 29
2023
Q2 		$1.49M Buy
18,941
+2
+0% +$151 0.97% 28
2023
Q1 		$1.43M Buy
18,939
+3
+0% +$228 0.95% 27
2022
Q4 		$1.38M Sell
18,936
-44
-0.2% -$3.2K 0.9% 26
2022
Q3 		$1.27M Hold
18,980
– – 0.81% 25
2022
Q2 		$1.34M Sell
18,980
-288
-1% -$22.2K 0.82% 25
2022
Q1 		$1.63M Sell
19,268
-46
-0.2% -$3.86K 0.89% 26
2021
Q4 		$1.73M Buy
19,314
+13
+0.1% +$1.14K 0.89% 26
2021
Q3 		$1.61M Sell
19,301
-110
-0.6% -$9.44K 0.91% 23
2021
Q2 		$1.64M Sell
19,411
-508
-3% -$41.9K 0.96% 23
2021
Q1 		$1.56M Sell
19,919
-1,973
-9% -$149K 0.97% 21
2020
Q4 		$1.58M Sell
21,892
-814
-4% -$54.7K 1.03% 21
2020
Q3 		$1.39M Sell
22,706
-387
-2% -$23.5K 0.97% 22
2020
Q2 		$1.32M Sell
23,093
-6,196
-21% -$333K 0.94% 22
2020
Q1 		$1.37M Sell
29,289
-501
-2% -$29.5K 0.98% 23
2019
Q4 		$1.91M Buy
+29,790
New +$1.83M 1.22% 21

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

John W. Brooker & Co's EUSA Position: Q2 2026 in Review

John W. Brooker & Co opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 1,949 shares worth $223K. The stake represents 0.27% of the portfolio and ranks #68 among its holdings. This is a return to the name: John W. Brooker & Co previously reported a position in EUSA as recently as Q4 2025.

John W. Brooker & Co first reported a position in EUSA in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.91M in Q4 2019. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • John W. Brooker & Co held 1,949 shares of iShares MSCI USA Equal Weighted ETF worth $223K as of Q2 2026.
  • iShares MSCI USA Equal Weighted ETF was a new John W. Brooker & Co position in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up 0.27% of John W. Brooker & Co's portfolio in Q2 2026, its #68 holding.
  • John W. Brooker & Co first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2019 and has held it in 25 quarters since.
  • John W. Brooker & Co's iShares MSCI USA Equal Weighted ETF position peaked at $1.91M in Q4 2019.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.