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Virginia Estate & Retirement Planning Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Virginia Estate & Retirement Planning 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
2026
Q2 		– Sell
-158
Closed -$7.2K – 189
2026
Q1 		$7.2K Buy
+158
New +$16.7K 0.01% 114

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's EUSA Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026, closing a stake of 158 shares — an estimated $7.2K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in EUSA in Q1 2026 and held it in 1 quarter. The position peaked at $7.2K in Q1 2026. 153 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 158 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $7.2K.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $7.2K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.