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Stratos Investment Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Stratos Investment Management’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 		$2.83M Buy
27,839
+365
+1% +$38.5K 0.11% 117
2025
Q4 		$2.84M Sell
27,474
-1,647
-6% -$169K 0.11% 109
2025
Q3 		$3M Sell
29,121
-386
-1% -$39.2K 0.12% 104
2025
Q2 		$2.92M Buy
29,507
+20,068
+213% +$1.88M 0.13% 109
2025
Q1 		$883K Buy
9,439
+6,835
+262% +$662K 0.05% 167
2024
Q4 		$248K Buy
+2,604
New +$255K 0.01% 239

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 $18.1B AUM 24.63% 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

Stratos Investment Management's EUSA Position: Q1 2026 in Review

Stratos Investment Management increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.3% in Q1 2026, buying an estimated $38.5K and bringing the position to 27,839 shares worth $2.83M. The position accounts for 0.11% of the portfolio, ranked #117.

Stratos Investment Management first reported a position in EUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3M in Q3 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Stratos Investment Management held 27,839 shares of iShares MSCI USA Equal Weighted ETF worth $2.83M as of Q1 2026.
  • Stratos Investment Management bought 365 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $38.5K.
  • iShares MSCI USA Equal Weighted ETF made up 0.11% of Stratos Investment Management's portfolio in Q1 2026, its #117 holding.
  • Stratos Investment Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2024 and has held it in 6 quarters since.
  • Stratos Investment Management's iShares MSCI USA Equal Weighted ETF position peaked at $3M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.