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WealthShield Partners’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

WealthShield Partners’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
Q1 		$448K Sell
4,405
-57
-1% -$6.02K 0.05% 250
2025
Q4 		$461K Sell
4,462
-188
-4% -$19.3K 0.05% 251
2025
Q3 		$479K Sell
4,650
-111
-2% -$11.3K 0.05% 241
2025
Q2 		$472K Sell
4,761
-316
-6% -$29.6K 0.06% 239
2025
Q1 		$475K Buy
5,077
+77
+2% +$7.46K 0.06% 224
2024
Q4 		$477K Buy
5,000
+831
+20% +$81.3K 0.07% 217
2024
Q3 		$399K Sell
4,169
-255
-6% -$23.3K 0.05% 224
2024
Q2 		$390K Sell
4,424
-221
-5% -$19.5K 0.06% 222
2024
Q1 		$423K Sell
4,645
-13
-0.3% -$1.12K 0.07% 207
2023
Q4 		$393K Buy
4,658
+558
+14% +$43.1K 0.06% 218
2023
Q3 		$310K Sell
4,100
-164
-4% -$13K 0.05% 248
2023
Q2 		$336K Sell
4,264
-860
-17% -$64.7K 0.05% 243
2023
Q1 		$387K Buy
5,124
+261
+5% +$19.9K 0.06% 225
2022
Q4 		$355K Sell
4,863
-263
-5% -$19.1K 0.07% 229
2022
Q3 		$342K Sell
5,126
-131
-2% -$9.77K 0.07% 234
2022
Q2 		$371K Buy
5,257
+371
+8% +$28.7K 0.07% 227
2022
Q1 		$414K Buy
+4,886
New +$410K 0.07% 254

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthShield Partners's EUSA Position: Q1 2026 in Review

WealthShield Partners reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.3% in Q1 2026, selling an estimated $6.02K and leaving 4,405 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #250.

WealthShield Partners first reported a position in EUSA in Q1 2022 and has held it in 17 quarters since. The position peaked at $479K in Q3 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • WealthShield Partners held 4,405 shares of iShares MSCI USA Equal Weighted ETF worth $448K as of Q1 2026.
  • WealthShield Partners sold 57 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $6.02K.
  • iShares MSCI USA Equal Weighted ETF made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #250 holding.
  • WealthShield Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthShield Partners's iShares MSCI USA Equal Weighted ETF position peaked at $479K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.