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OpenArc Corporate Advisory’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

OpenArc Corporate Advisory’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 		$1.48M Sell
12,925
-1,080
-8% -$118K 0.02% 289
2026
Q1 		$1.43M Buy
14,005
+4,427
+46% +$467K 0.02% 279
2025
Q4 		$990K Buy
+9,578
New +$986K 0.02% 301

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 22.9% 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

OpenArc Corporate Advisory's EUSA Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 7.7% in Q2 2026, selling an estimated $118K and leaving 12,925 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #289.

OpenArc Corporate Advisory first reported a position in EUSA in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • OpenArc Corporate Advisory held 12,925 shares of iShares MSCI USA Equal Weighted ETF worth $1.48M as of Q2 2026.
  • OpenArc Corporate Advisory sold 1,080 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $118K.
  • iShares MSCI USA Equal Weighted ETF made up 0.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #289 holding.
  • OpenArc Corporate Advisory first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.