Tolleson Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Tolleson Wealth 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 Q2	$911K	Hold	7,978	–	–	0.12%	49
2026 Q1	$812K	Hold	7,978	–	–	0.12%	50
2025 Q4	$825K	Hold	7,978	–	–	0.12%	49
2025 Q3	$821K	Hold	7,978	–	–	0.13%	50
2025 Q2	$791K	Hold	7,978	–	–	0.14%	49
2025 Q1	$747K	Buy	7,978 +548	+7%	+$53.1K	0.14%	50
2024 Q4	$709K	Hold	7,430	–	–	0.15%	52
2024 Q3	$711K	Hold	7,430	–	–	0.14%	50
2024 Q2	$656K	Hold	7,430	–	–	0.13%	57
2024 Q1	$676K	Buy	+7,430	New	+$640K	0.13%	55

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

Tolleson Wealth Management's EUSA Position: Q2 2026 in Review

Tolleson Wealth Management held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 7,978 shares worth $911K. The position accounts for 0.12% of the portfolio, ranked #49.

Tolleson Wealth Management first reported a position in EUSA in Q1 2024 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Tolleson Wealth Management held 7,978 shares of iShares MSCI USA Equal Weighted ETF worth $911K as of Q2 2026.
Tolleson Wealth Management left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.12% of Tolleson Wealth Management's portfolio in Q2 2026, its #49 holding.
Tolleson Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2024 and has held it in 10 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.