Wealth Enhancement Advisory Services
EUSA icon

Wealth Enhancement Advisory Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.18M Buy
18,959
+1,851
+11% +$203K ﹤0.01% 1516
2026
Q1 		$1.75M Sell
17,108
-6,452
-27% -$681K ﹤0.01% 1468
2025
Q4 		$2.51M Sell
23,560
-578
-2% -$59.5K ﹤0.01% 1389
2025
Q3 		$2.49M Sell
24,138
-132
-0.5% -$13.4K ﹤0.01% 1320
2025
Q2 		$2.45M Buy
24,270
+2,162
+10% +$203K ﹤0.01% 1256
2025
Q1 		$2.07M Buy
22,108
+604
+3% +$58.5K ﹤0.01% 1229
2024
Q4 		$2.05M Buy
21,504
+6,808
+46% +$666K ﹤0.01% 1177
2024
Q3 		$1.41M Hold
14,696
– – ﹤0.01% 1225
2024
Q2 		$1.3M Sell
14,696
-73
-0.5% -$6.44K ﹤0.01% 1159
2024
Q1 		$1.34M Buy
14,769
+767
+5% +$66K ﹤0.01% 1106
2023
Q4 		$1.18M Buy
14,002
+2,995
+27% +$231K ﹤0.01% 1101
2023
Q3 		$828K Buy
+11,007
New +$869K ﹤0.01% 1181

Other funds holding EUSA

DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's EUSA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 11% in Q2 2026, buying an estimated $203K and bringing the position to 18,959 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Wealth Enhancement Advisory Services first reported a position in EUSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2025. 36 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,959 shares of iShares MSCI USA Equal Weighted ETF worth $2.18M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,851 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $203K.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1516 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI USA Equal Weighted ETF position peaked at $2.51M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.