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Strategic Financial Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Strategic Financial Services’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 		$39M Buy
383,497
+6,866
+2% +$725K 1.86% 14
2025
Q4 		$40.4M Buy
376,631
+25,741
+7% +$2.65M 1.86% 15
2025
Q3 		$36.1M Buy
350,890
+10,229
+3% +$1.04M 1.81% 15
2025
Q2 		$33.8M Sell
340,661
-141,383
-29% -$13.3M 1.82% 15
2025
Q1 		$45.1M Buy
482,044
+66,883
+16% +$6.48M 2.64% 10
2024
Q4 		$39.6M Buy
+415,161
New +$40.6M 2.36% 12

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Services's EUSA Position: Q1 2026 in Review

Strategic Financial Services increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.8% in Q1 2026, buying an estimated $725K and bringing the position to 383,497 shares worth $39M. The position accounts for 1.86% of the portfolio, ranked #14.

Strategic Financial Services first reported a position in EUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.1M in Q1 2025. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Strategic Financial Services held 383,497 shares of iShares MSCI USA Equal Weighted ETF worth $39M as of Q1 2026.
  • Strategic Financial Services bought 6,866 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $725K.
  • iShares MSCI USA Equal Weighted ETF made up 1.86% of Strategic Financial Services's portfolio in Q1 2026, its #14 holding.
  • Strategic Financial Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 6 quarters since.
  • Strategic Financial Services's iShares MSCI USA Equal Weighted ETF position peaked at $45.1M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.