Swisher Financial Concepts’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Swisher Financial Concepts’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	$9.55M	Sell	83,605 -85	-0.1%	-$9.32K	6.01%	5
2026 Q1	$8.52M	Sell	83,690 -1,763	-2%	-$186K	4.77%	5
2025 Q4	$8.83M	Buy	85,453 +4,869	+6%	+$501K	5.02%	5
2025 Q3	$8.3M	Buy	80,584 +11,240	+16%	+$1.14M	4.97%	5
2025 Q2	$6.87M	Buy	69,344 +11,763	+20%	+$1.1M	4.44%	6
2025 Q1	$5.39M	Buy	+57,581	New	+$5.58M	4.45%	7

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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

Swisher Financial Concepts's EUSA Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.1% in Q2 2026, selling an estimated $9.32K and leaving 83,605 shares worth $9.55M. The position accounts for 6.01% of the portfolio, ranked #5.

Swisher Financial Concepts first reported a position in EUSA in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Swisher Financial Concepts held 83,605 shares of iShares MSCI USA Equal Weighted ETF worth $9.55M as of Q2 2026.
Swisher Financial Concepts sold 85 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $9.32K.
iShares MSCI USA Equal Weighted ETF made up 6.01% of Swisher Financial Concepts's portfolio in Q2 2026, its #5 holding.
Swisher Financial Concepts first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.