Private Advisory Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Private Advisory Group’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	$19.2M	Sell	168,089 -38,983	-19%	-$4.27M	1.04%	23
2026 Q1	$21.1M	Sell	207,072 -6,608	-3%	-$697K	1.38%	13
2025 Q4	$22.1M	Buy	213,680 +7,179	+3%	+$739K	1.73%	9
2025 Q3	$21.3M	Buy	206,501 +2,384	+1%	+$242K	1.75%	14
2025 Q2	$20.2M	Buy	+204,117	New	+$19.1M	1.83%	13

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

Private Advisory Group's EUSA Position: Q2 2026 in Review

Private Advisory Group reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 19% in Q2 2026, selling an estimated $4.27M and leaving 168,089 shares worth $19.2M. The position accounts for 1.04% of the portfolio, ranked #23.

Private Advisory Group first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q4 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Private Advisory Group held 168,089 shares of iShares MSCI USA Equal Weighted ETF worth $19.2M as of Q2 2026.
Private Advisory Group sold 38,983 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $4.27M.
iShares MSCI USA Equal Weighted ETF made up 1.04% of Private Advisory Group's portfolio in Q2 2026, its #23 holding.
Private Advisory Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
Private Advisory Group's iShares MSCI USA Equal Weighted ETF position peaked at $22.1M in Q4 2025.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.