SWP
EUSA icon

Sagespring Wealth Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Sagespring Wealth 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
Q2 		$2.84M Buy
24,862
+5,888
+31% +$645K 0.04% 181
2026
Q1 		$1.93M Sell
18,974
-247,309
-93% -$26.1M 0.04% 205
2025
Q4 		$1.93M Sell
266,283
-428,926
-62% -$44.1M 0.04% 190
2025
Q3 		$46.1M Buy
695,209
+279,294
+67% +$28.3M 0.9% 25
2025
Q2 		$41.2M Buy
+415,915
New +$39M 0.89% 25

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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

Sagespring Wealth Partners's EUSA Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 31% in Q2 2026, buying an estimated $645K and bringing the position to 24,862 shares worth $2.84M. The position accounts for 0.04% of the portfolio, ranked #181.

Sagespring Wealth Partners first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $46.1M in Q3 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Sagespring Wealth Partners held 24,862 shares of iShares MSCI USA Equal Weighted ETF worth $2.84M as of Q2 2026.
  • Sagespring Wealth Partners bought 5,888 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $645K.
  • iShares MSCI USA Equal Weighted ETF made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #181 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's iShares MSCI USA Equal Weighted ETF position peaked at $46.1M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.