McLean Asset Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

McLean Asset Management’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	$1.04M	Hold	9,095	–	–	0.14%	58
2026 Q1	$926K	Hold	9,095	–	–	0.16%	59
2025 Q4	$971K	Hold	9,095	–	–	0.17%	58
2025 Q3	$944K	Hold	9,095	–	–	0.19%	56
2025 Q2	$912K	Hold	9,095	–	–	0.24%	54
2025 Q1	$754K	Hold	9,095	–	–	0.25%	50
2024 Q4	$867K	Hold	9,095	–	–	0.26%	51
2024 Q3	$869K	Hold	9,095	–	–	0.26%	50
2024 Q2	$807K	Hold	9,095	–	–	0.26%	52
2024 Q1	$819K	Hold	9,095	–	–	0.28%	50
2023 Q4	$754K	Hold	9,095	–	–	0.28%	46
2023 Q3	$688K	Hold	9,095	–	–	0.28%	51
2023 Q2	$717K	Hold	9,095	–	–	0.28%	47
2023 Q1	$687K	Buy	9,095 +1,847	+25%	+$141K	0.28%	46
2022 Q4	$529K	Sell	7,248 -1,424	-16%	-$103K	0.18%	62
2022 Q3	$592K	Buy	8,672 +465	+6%	+$34.7K	0.23%	48
2022 Q2	$588K	Sell	8,207 -333	-4%	-$25.7K	0.23%	50
2022 Q1	$724K	Buy	8,540 +959	+13%	+$80.5K	0.54%	35
2021 Q4	$670K	Buy	7,581 +34	+0.5%	+$2.99K	0.26%	43
2021 Q3	$670K	Buy	+7,547	New	+$648K	0.26%	44

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

McLean Asset Management's EUSA Position: Q2 2026 in Review

McLean Asset Management held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 9,095 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #58.

McLean Asset Management first reported a position in EUSA in Q3 2021 and has held it in 20 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

McLean Asset Management held 9,095 shares of iShares MSCI USA Equal Weighted ETF worth $1.04M as of Q2 2026.
McLean Asset Management left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.14% of McLean Asset Management's portfolio in Q2 2026, its #58 holding.
McLean Asset Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2021 and has held it in 20 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.