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Principal Street Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Principal Street 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
Q1 		$28.9M Buy
283,886
+690
+0.2% +$72.8K 4.72% 3
2025
Q4 		$29.3M Buy
283,196
+77,244
+38% +$7.95M 4.94% 3
2025
Q3 		$21.2M Sell
205,952
-103,740
-33% -$10.5M 3.38% 4
2025
Q2 		$30.7M Buy
+309,692
New +$29M 3.01% 7

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Street Partners's EUSA Position: Q1 2026 in Review

Principal Street Partners increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.24% in Q1 2026, buying an estimated $72.8K and bringing the position to 283,886 shares worth $28.9M. The position accounts for 4.72% of the portfolio, ranked #3.

Principal Street Partners first reported a position in EUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $30.7M in Q2 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Principal Street Partners held 283,886 shares of iShares MSCI USA Equal Weighted ETF worth $28.9M as of Q1 2026.
  • Principal Street Partners bought 690 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $72.8K.
  • iShares MSCI USA Equal Weighted ETF made up 4.72% of Principal Street Partners's portfolio in Q1 2026, its #3 holding.
  • Principal Street Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 4 quarters since.
  • Principal Street Partners's iShares MSCI USA Equal Weighted ETF position peaked at $30.7M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.