Oak Harbor Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Oak Harbor Wealth Partners’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	$263K	Hold	2,306	–	–	0.1%	137
2026 Q1	$235K	Hold	2,306	–	–	0.06%	180
2025 Q4	$238K	Hold	2,306	–	–	0.06%	182
2025 Q3	$237K	Hold	2,306	–	–	0.06%	185
2025 Q2	$229K	Hold	2,306	–	–	0.06%	182
2025 Q1	$216K	Hold	2,306	–	–	0.06%	191
2024 Q4	$220K	Hold	2,306	–	–	0.06%	163
2024 Q3	$221K	Hold	2,306	–	–	0.06%	160
2024 Q2	$204K	Sell	2,306 -524	-19%	-$46.2K	0.06%	161
2024 Q1	$258K	Hold	2,830	–	–	0.08%	149
2023 Q4	$239K	Hold	2,830	–	–	0.08%	149
2023 Q3	$213K	Hold	2,830	–	–	0.08%	158
2023 Q2	$223K	Hold	2,830	–	–	0.08%	160
2023 Q1	$214K	Sell	2,830 -1,232	-30%	-$93.8K	0.08%	159
2022 Q4	$296K	Hold	4,062	–	–	0.11%	122
2022 Q3	$271K	Hold	4,062	–	–	0.11%	125
2022 Q2	$287K	Buy	4,062 +1,000	+33%	+$77.2K	0.11%	123
2022 Q1	$260K	Sell	3,062 -423	-12%	-$35.5K	0.09%	139
2021 Q4	$312K	Buy	+3,485	New	+$306K	0.11%	130

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

Oak Harbor Wealth Partners's EUSA Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 2,306 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #137.

Oak Harbor Wealth Partners first reported a position in EUSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $312K in Q4 2021. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Oak Harbor Wealth Partners held 2,306 shares of iShares MSCI USA Equal Weighted ETF worth $263K as of Q2 2026.
Oak Harbor Wealth Partners left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.1% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #137 holding.
Oak Harbor Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $312K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.