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LBMC Investment Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

LBMC Investment Advisors’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 		$2.86M Buy
25,067
+51
+0.2% +$5.59K 0.16% 66
2026
Q1 		$2.55M Buy
25,016
+13,729
+122% +$1.45M 0.16% 65
2025
Q4 		$1.17M Buy
11,287
+2,887
+34% +$297K 0.07% 93
2025
Q3 		$865K Hold
8,400
– – 0.06% 109
2025
Q2 		$833K Buy
+8,400
New +$788K 0.06% 99

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

LBMC Investment Advisors's EUSA Position: Q2 2026 in Review

LBMC Investment Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.2% in Q2 2026, buying an estimated $5.59K and bringing the position to 25,067 shares worth $2.86M. The position accounts for 0.16% of the portfolio, ranked #66.

LBMC Investment Advisors first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • LBMC Investment Advisors held 25,067 shares of iShares MSCI USA Equal Weighted ETF worth $2.86M as of Q2 2026.
  • LBMC Investment Advisors bought 51 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $5.59K.
  • iShares MSCI USA Equal Weighted ETF made up 0.16% of LBMC Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • LBMC Investment Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.