Saxon Interests’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Saxon Interests’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	$201K	Buy	+1,759	New	+$193K	0.06%	227
2022 Q4	–	Sell	-3,279	Closed	-$233K	–	166
2022 Q3	$233K	Sell	3,279 -4,818	-60%	-$359K	0.14%	134
2022 Q2	$572K	Buy	+8,097	New	+$625K	0.35%	71
2022 Q1	–	Sell	-2,329	Closed	-$206K	–	145
2021 Q4	$206K	Buy	+2,329	New	+$205K	0.12%	118

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

Saxon Interests's EUSA Position: Q2 2026 in Review

Saxon Interests opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 1,759 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #227 among its holdings. This is a return to the name: Saxon Interests previously reported a position in EUSA as recently as Q3 2022.

Saxon Interests first reported a position in EUSA in Q4 2021 and has held it in 4 quarters since. The position peaked at $572K in Q2 2022. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Saxon Interests held 1,759 shares of iShares MSCI USA Equal Weighted ETF worth $201K as of Q2 2026.
iShares MSCI USA Equal Weighted ETF was a new Saxon Interests position in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #227 holding.
Saxon Interests first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2021 and has held it in 4 quarters since.
Saxon Interests's iShares MSCI USA Equal Weighted ETF position peaked at $572K in Q2 2022.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.