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Shufro Rose & Co’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Shufro Rose & Co’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 		$1.65M Sell
16,235
-200
-1% -$21.1K 0.11% 90
2025
Q4 		$1.7M Sell
16,435
-95
-0.6% -$9.78K 0.11% 84
2025
Q3 		$1.55M Hold
16,530
– – 0.13% 91
2025
Q2 		$1.55M Sell
16,530
-200
-1% -$18.8K 0.12% 91
2025
Q1 		$1.57M Buy
16,730
+560
+3% +$54.2K 0.12% 91
2024
Q4 		$1.54M Sell
16,170
-3,267
-17% -$320K 0.12% 93
2024
Q3 		$1.72M Hold
19,437
– – 0.14% 87
2024
Q2 		$1.72M Buy
19,437
+17
+0.1% +$1.5K 0.14% 87
2024
Q1 		$1.77M Buy
19,420
+772
+4% +$66.5K 0.15% 81
2023
Q4 		$1.4M Hold
18,648
– – 0.13% 90
2023
Q3 		$1.4M Sell
18,648
-55
-0.3% -$4.34K 0.13% 91
2023
Q2 		$1.47M Sell
18,703
-670
-3% -$50.4K 0.13% 85
2023
Q1 		$1.46M Buy
19,373
+867
+5% +$66K 0.14% 90
2022
Q4 		$1.35M Buy
18,506
+1,747
+10% +$127K 0.11% 97
2022
Q3 		$1.12M Buy
16,759
+741
+5% +$55.2K 0.11% 98
2022
Q2 		$1.13M Sell
16,018
-9
-0.1% -$695 0.1% 104
2022
Q1 		$1.36M Buy
16,027
+3,001
+23% +$252K 0.1% 103
2021
Q4 		$1.17M Buy
13,026
+2,696
+26% +$237K 0.08% 114
2021
Q3 		$865K Buy
10,330
+866
+9% +$74.3K 0.07% 126
2021
Q2 		$800K Buy
9,464
+250
+3% +$20.6K 0.06% 127
2021
Q1 		$722K Buy
9,214
+1,501
+19% +$114K 0.06% 134
2020
Q4 		$557K Buy
7,713
+2,579
+50% +$173K 0.05% 155
2020
Q3 		$314K Buy
5,134
+371
+8% +$22.5K 0.03% 206
2020
Q2 		$273K Buy
4,763
+392
+9% +$21.1K 0.03% 211
2020
Q1 		$204K Buy
+4,371
New +$258K 0.02% 240

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 $16.5B AUM 19.94% 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

Shufro Rose & Co's EUSA Position: Q1 2026 in Review

Shufro Rose & Co reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.2% in Q1 2026, selling an estimated $21.1K and leaving 16,235 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #90.

Shufro Rose & Co first reported a position in EUSA in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.77M in Q1 2024. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Shufro Rose & Co held 16,235 shares of iShares MSCI USA Equal Weighted ETF worth $1.65M as of Q1 2026.
  • Shufro Rose & Co sold 200 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $21.1K.
  • iShares MSCI USA Equal Weighted ETF made up 0.11% of Shufro Rose & Co's portfolio in Q1 2026, its #90 holding.
  • Shufro Rose & Co first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2020 and has held it in 25 quarters since.
  • Shufro Rose & Co's iShares MSCI USA Equal Weighted ETF position peaked at $1.77M in Q1 2024.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.