Sharkey, Howes & Javer’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Sharkey, Howes & Javer’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	$1.14M	Hold	9,974	–	–	0.14%	82
2026 Q1	$1.02M	Hold	9,974	–	–	0.14%	82
2025 Q4	$1.03M	Hold	9,974	–	–	0.13%	79
2025 Q3	$1.03M	Hold	9,974	–	–	0.13%	85
2025 Q2	$989K	Sell	9,974 -1,012	-9%	-$94.9K	0.13%	94
2025 Q1	$1.03M	Sell	10,986 -939	-8%	-$90.9K	0.15%	86
2024 Q4	$1.14M	Hold	11,925	–	–	0.16%	80
2024 Q3	$1.14M	Sell	11,925 -3,620	-23%	-$331K	0.16%	78
2024 Q2	$1.37M	Hold	15,545	–	–	0.22%	61
2024 Q1	$1.41M	Hold	15,545	–	–	0.23%	59
2023 Q4	$1.31M	Buy	15,545 +1,245	+9%	+$96.2K	0.23%	56
2023 Q3	$1.08M	Buy	+14,300	New	+$1.13M	0.21%	60

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

Sharkey, Howes & Javer's EUSA Position: Q2 2026 in Review

Sharkey, Howes & Javer held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 9,974 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #82.

Sharkey, Howes & Javer first reported a position in EUSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q1 2024. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Sharkey, Howes & Javer held 9,974 shares of iShares MSCI USA Equal Weighted ETF worth $1.14M as of Q2 2026.
Sharkey, Howes & Javer left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.14% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #82 holding.
Sharkey, Howes & Javer first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and has held it in 12 quarters since.
Sharkey, Howes & Javer's iShares MSCI USA Equal Weighted ETF position peaked at $1.41M in Q1 2024.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.