Jones Financial Companies
EUSA icon

Jones Financial Companies’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Jones Financial Companies’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 		$1.45M Buy
14,529
+3,061
+27% +$323K ﹤0.01% 1570
2025
Q4 		$1.19M Buy
11,468
+425
+4% +$43.7K ﹤0.01% 1160
2025
Q3 		$1.13M Sell
11,043
-1,364
-11% -$138K ﹤0.01% 1088
2025
Q2 		$1.22M Buy
12,407
+1,423
+13% +$133K ﹤0.01% 932
2025
Q1 		$1.02M Buy
10,984
+10,139
+1,200% +$982K ﹤0.01% 848
2024
Q4 		$80.6K Buy
845
+486
+135% +$47.5K ﹤0.01% 1702
2024
Q3 		$34.3K Buy
359
+131
+57% +$12K ﹤0.01% 1771
2024
Q2 		$20.1K Buy
+228
New +$20.1K ﹤0.01% 1534

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
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 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 $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 $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

Jones Financial Companies's EUSA Position: Q1 2026 in Review

Jones Financial Companies increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 27% in Q1 2026, buying an estimated $323K and bringing the position to 14,529 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Jones Financial Companies first reported a position in EUSA in Q2 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Jones Financial Companies held 14,529 shares of iShares MSCI USA Equal Weighted ETF worth $1.45M as of Q1 2026.
  • Jones Financial Companies bought 3,061 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $323K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1570 holding.
  • Jones Financial Companies first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2024 and has held it in 8 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.