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 Q2	$44.6M	Buy	390,238 +6,741	+2%	+$739K	1.95%	13
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 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strategic Financial Services's EUSA Position: Q2 2026 in Review

Strategic Financial Services increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.8% in Q2 2026, buying an estimated $739K and bringing the position to 390,238 shares worth $44.6M. The position accounts for 1.95% of the portfolio, ranked #13.

Strategic Financial Services first reported a position in EUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.1M in Q1 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Strategic Financial Services held 390,238 shares of iShares MSCI USA Equal Weighted ETF worth $44.6M as of Q2 2026.
Strategic Financial Services bought 6,741 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $739K.
iShares MSCI USA Equal Weighted ETF made up 1.95% of Strategic Financial Services's portfolio in Q2 2026, its #13 holding.
Strategic Financial Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 7 quarters since.
Strategic Financial Services's iShares MSCI USA Equal Weighted ETF position peaked at $45.1M in Q1 2025.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.