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 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 $109B AUM 21.36% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

McLean Asset Management's EUSA Position: Q1 2026 in Review

McLean Asset Management held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 9,095 shares worth $926K. The position accounts for 0.16% of the portfolio, ranked #59.

McLean Asset Management first reported a position in EUSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $971K in Q4 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

McLean Asset Management held 9,095 shares of iShares MSCI USA Equal Weighted ETF worth $926K as of Q1 2026.
McLean Asset Management left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
iShares MSCI USA Equal Weighted ETF made up 0.16% of McLean Asset Management's portfolio in Q1 2026, its #59 holding.
McLean Asset Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2021 and has held it in 19 quarters since.
McLean Asset Management's iShares MSCI USA Equal Weighted ETF position peaked at $971K in Q4 2025.
149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.