Patrick M. Sweeney & Associates’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Patrick M. Sweeney & Associates’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	$210K	Buy	+1,835	New	+$201K	0.12%	170

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

Patrick M. Sweeney & Associates's EUSA Position: Q2 2026 in Review

Patrick M. Sweeney & Associates opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 1,835 shares worth $210K. The stake represents 0.12% of the portfolio and ranks #170 among its holdings.

154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Patrick M. Sweeney & Associates held 1,835 shares of iShares MSCI USA Equal Weighted ETF worth $210K as of Q2 2026.
iShares MSCI USA Equal Weighted ETF was a new Patrick M. Sweeney & Associates position in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #170 holding.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.