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Sage Investment Counsel’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Sage Investment Counsel’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 		$1.23M Buy
10,812
+77
+0.7% +$8.44K 1.24% 27
2026
Q1 		$1.09M Buy
10,735
+425
+4% +$44.9K 1.21% 28
2025
Q4 		$1.07M Sell
10,310
-52
-0.5% -$5.35K 1.17% 29
2025
Q3 		$1.07M Buy
10,362
+616
+6% +$62.5K 1.18% 25
2025
Q2 		$966K Buy
9,746
+137
+1% +$12.8K 1.12% 27
2025
Q1 		$899K Buy
9,609
+902
+10% +$87.3K 1.14% 26
2024
Q4 		$830K Buy
+8,707
New +$852K 1.08% 22

Other funds holding EUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sage Investment Counsel's EUSA Position: Q2 2026 in Review

Sage Investment Counsel increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.72% in Q2 2026, buying an estimated $8.44K and bringing the position to 10,812 shares worth $1.23M. The position accounts for 1.24% of the portfolio, ranked #27.

Sage Investment Counsel first reported a position in EUSA in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Sage Investment Counsel held 10,812 shares of iShares MSCI USA Equal Weighted ETF worth $1.23M as of Q2 2026.
  • Sage Investment Counsel bought 77 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $8.44K.
  • iShares MSCI USA Equal Weighted ETF made up 1.24% of Sage Investment Counsel's portfolio in Q2 2026, its #27 holding.
  • Sage Investment Counsel first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.