Kathleen S. Wright Associates’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$206K	Hold	2,000	–	–	0.08%	108
2025 Q2	$198K	Hold	2,000	–	–	0.08%	109
2025 Q1	$187K	Sell	2,000 -580	-22%	-$56.2K	0.08%	112
2024 Q4	$246K	Hold	2,580	–	–	0.1%	103
2024 Q3	$247K	Hold	2,580	–	–	0.1%	106
2024 Q2	$228K	Hold	2,580	–	–	0.1%	104
2024 Q1	$235K	Hold	2,580	–	–	0.11%	98
2023 Q4	$218K	Sell	2,580 -2,275	-47%	-$176K	0.11%	96
2023 Q3	$365K	Hold	4,855	–	–	0.2%	78
2023 Q2	$383K	Hold	4,855	–	–	0.24%	65
2023 Q1	$367K	Hold	4,855	–	–	0.24%	70
2022 Q4	$354K	Sell	4,855 -4,621	-49%	-$336K	0.24%	74
2022 Q3	$633K	Hold	9,476	–	–	0.51%	46
2022 Q2	$669K	Buy	9,476 +5	+0.1%	+$386	0.56%	44
2022 Q1	$803K	Sell	9,471 -1,318	-12%	-$111K	0.59%	42
2021 Q4	$966K	Buy	+10,789	New	+$948K	0.71%	36

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kathleen S. Wright Associates's EUSA Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q3 2025 at 2,000 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #108.

Kathleen S. Wright Associates first reported a position in EUSA in Q4 2021 and has held it in 16 quarters since. The position peaked at $966K in Q4 2021. 148 funds tracked by Wall St. Rank hold EUSA as of Q3 2025.

Kathleen S. Wright Associates held 2,000 shares of iShares MSCI USA Equal Weighted ETF worth $206K as of Q3 2025.
Kathleen S. Wright Associates left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q3 2025.
iShares MSCI USA Equal Weighted ETF made up 0.08% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #108 holding.
Kathleen S. Wright Associates first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's iShares MSCI USA Equal Weighted ETF position peaked at $966K in Q4 2021.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.