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Sunbelt Securities’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Sunbelt Securities’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 		$6.38M Buy
62,653
+13,142
+27% +$1.39M 0.4% 44
2025
Q4 		$5.12M Buy
49,511
+3,402
+7% +$350K 0.34% 50
2025
Q3 		$4.75M Sell
46,109
-7,394
-14% -$750K 0.33% 58
2025
Q2 		$5.1M Buy
53,503
+8,420
+19% +$789K 0.45% 44
2025
Q1 		$4.22M Sell
45,083
-8,420
-16% -$815K 0.38% 51
2024
Q4 		$5.1M Buy
53,503
+15,913
+42% +$1.56M 0.45% 43
2024
Q3 		$3.6M Buy
37,590
+3,516
+10% +$322K 0.35% 60
2024
Q2 		$3.01M Buy
34,074
+3,078
+10% +$272K 0.31% 72
2024
Q1 		$2.82M Sell
30,996
-1,407
-4% -$121K 0.31% 69
2023
Q4 		$2.74M Sell
32,403
-615
-2% -$47.5K 0.34% 63
2023
Q3 		$2.48M Buy
33,018
+261
+0.8% +$20.6K 0.34% 61
2023
Q2 		$2.58M Buy
32,757
+103
+0.3% +$7.75K 0.37% 53
2023
Q1 		$2.43M Buy
32,654
+2,481
+8% +$189K 0.39% 55
2022
Q4 		$2.2M Buy
30,173
+1,942
+7% +$141K 0.43% 54
2022
Q3 		$1.89M Sell
28,231
-1,357
-5% -$101K 0.4% 62
2022
Q2 		$2.09M Sell
29,588
-2,916
-9% -$225K 0.44% 53
2022
Q1 		$2.79M Sell
32,504
-543
-2% -$45.6K 0.51% 45
2021
Q4 		$2.8M Buy
33,047
+5,090
+18% +$447K 0.46% 55
2021
Q3 		$2.33M Hold
27,957
– – 0.42% 59
2021
Q2 		$2.33M Buy
27,957
+709
+3% +$58.5K 0.42% 59
2021
Q1 		$2.13M Buy
+27,248
New +$2.06M 0.42% 61

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

Sunbelt Securities's EUSA Position: Q1 2026 in Review

Sunbelt Securities increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 27% in Q1 2026, buying an estimated $1.39M and bringing the position to 62,653 shares worth $6.38M. The position accounts for 0.4% of the portfolio, ranked #44.

Sunbelt Securities first reported a position in EUSA in Q1 2021 and has held it in 21 quarters since. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Sunbelt Securities held 62,653 shares of iShares MSCI USA Equal Weighted ETF worth $6.38M as of Q1 2026.
  • Sunbelt Securities bought 13,142 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $1.39M.
  • iShares MSCI USA Equal Weighted ETF made up 0.4% of Sunbelt Securities's portfolio in Q1 2026, its #44 holding.
  • Sunbelt Securities first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2021 and has held it in 21 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.