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MGO Private Wealth’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

MGO Private Wealth’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 		$414K Hold
3,511
– – 2% 15
2026
Q1 		$357K Sell
3,511
-22,127
-86% -$2.34M 1.92% 16
2025
Q4 		$2.65M Sell
25,638
-1,290
-5% -$133K 1.64% 16
2025
Q3 		$2.77M Buy
26,928
+666
+3% +$67.6K 1.66% 15
2025
Q2 		$2.6M Buy
+26,262
New +$2.46M 1.67% 15

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

MGO Private Wealth's EUSA Position: Q2 2026 in Review

MGO Private Wealth held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 3,511 shares worth $414K. The position accounts for 2% of the portfolio, ranked #15.

MGO Private Wealth first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.77M in Q3 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • MGO Private Wealth held 3,511 shares of iShares MSCI USA Equal Weighted ETF worth $414K as of Q2 2026.
  • MGO Private Wealth left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up 2% of MGO Private Wealth's portfolio in Q2 2026, its #15 holding.
  • MGO Private Wealth first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • MGO Private Wealth's iShares MSCI USA Equal Weighted ETF position peaked at $2.77M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.