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Transcend Capital Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Transcend Capital Advisors’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
2025
Q4 		– Sell
-14,512
Closed -$1.49M – 712
2025
Q3 		$1.49M Buy
14,512
+347
+2% +$35.2K 0.11% 176
2025
Q2 		$1.4M Buy
14,165
+7,410
+110% +$695K 0.11% 172
2025
Q1 		$632K Buy
6,755
+2,389
+55% +$231K 0.05% 320
2024
Q4 		$416K Buy
4,366
+1,135
+35% +$111K 0.03% 376
2024
Q3 		$309K Buy
3,231
+162
+5% +$14.8K 0.02% 474
2024
Q2 		$271K Buy
3,069
+98
+3% +$8.64K 0.02% 481
2024
Q1 		$270K Buy
2,971
+385
+15% +$33.1K 0.02% 435
2023
Q4 		$218K Buy
+2,586
New +$200K 0.02% 453
2023
Q3 		– Sell
-2,951
Closed -$233K – 500
2023
Q2 		$233K Buy
2,951
+2
+0.1% +$151 0.02% 428
2023
Q1 		$223K Buy
+2,949
New +$225K 0.02% 427
2022
Q2 		– Sell
-2,420
Closed -$205K – 511
2022
Q1 		$205K Buy
+2,420
New +$203K 0.02% 477

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Transcend Capital Advisors's EUSA Position: Q4 2025 in Review

Transcend Capital Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q4 2025, closing a stake of 14,512 shares — an estimated $1.49M sold.

Transcend Capital Advisors first reported a position in EUSA in Q1 2022 and held it in 11 quarters. The position peaked at $1.49M in Q3 2025. 150 funds tracked by Wall St. Rank hold EUSA as of Q4 2025.

  • Transcend Capital Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q4 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 14,512 iShares MSCI USA Equal Weighted ETF shares in Q4 2025, an estimated $1.49M.
  • Transcend Capital Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2022 and held it in 11 quarters.
  • Transcend Capital Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $1.49M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.