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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
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
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 $18.1B AUM 24.63% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Private Advisory Group's EUSA Position: Q1 2026 in Review

Private Advisory Group reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 3.1% in Q1 2026, selling an estimated $697K and leaving 207,072 shares worth $21.1M. The position accounts for 1.38% of the portfolio, ranked #13.

Private Advisory Group first reported a position in EUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.1M in Q4 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Private Advisory Group held 207,072 shares of iShares MSCI USA Equal Weighted ETF worth $21.1M as of Q1 2026.
  • Private Advisory Group sold 6,608 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $697K.
  • iShares MSCI USA Equal Weighted ETF made up 1.38% of Private Advisory Group's portfolio in Q1 2026, its #13 holding.
  • Private Advisory Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 4 quarters since.
  • Private Advisory Group's iShares MSCI USA Equal Weighted ETF position peaked at $22.1M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.