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Moors & Cabot’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Moors & Cabot’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 		$384K Buy
3,360
+911
+37% +$99.9K 0.01% 654
2026
Q1 		$249K Hold
2,449
– – 0.01% 784
2025
Q4 		$253K Hold
2,449
– – 0.01% 767
2025
Q3 		$252K Hold
2,449
– – 0.01% 744
2025
Q2 		$243K Buy
2,449
+83
+4% +$7.78K 0.01% 727
2025
Q1 		$221K Buy
+2,366
New +$229K 0.01% 747

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

Moors & Cabot's EUSA Position: Q2 2026 in Review

Moors & Cabot increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 37% in Q2 2026, buying an estimated $99.9K and bringing the position to 3,360 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #654.

Moors & Cabot first reported a position in EUSA in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Moors & Cabot held 3,360 shares of iShares MSCI USA Equal Weighted ETF worth $384K as of Q2 2026.
  • Moors & Cabot bought 911 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $99.9K.
  • iShares MSCI USA Equal Weighted ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #654 holding.
  • Moors & Cabot first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.