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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
Q2 		– Sell
-4,405
Closed -$448K – 447
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 $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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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

WealthShield Partners's EUSA Position: Q2 2026 in Review

WealthShield Partners sold out of iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026, closing a stake of 4,405 shares — an estimated $448K sold.

WealthShield Partners first reported a position in EUSA in Q1 2022 and held it in 17 quarters. The position peaked at $479K in Q3 2025. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • WealthShield Partners reported no remaining iShares MSCI USA Equal Weighted ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 4,405 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $448K.
  • WealthShield Partners first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's iShares MSCI USA Equal Weighted ETF position peaked at $479K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.