Wealthspire Advisors (New York)’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Wealthspire Advisors (New York)’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	$300K	Hold	2,946	–	–	﹤0.01%	722
2025 Q4	$305K	Hold	2,946	–	–	﹤0.01%	792
2025 Q3	$303K	Hold	2,946	–	–	﹤0.01%	664
2025 Q2	$292K	Hold	2,946	–	–	﹤0.01%	675
2025 Q1	$276K	Sell	2,946 -508	-15%	-$49.2K	﹤0.01%	662
2024 Q4	$329K	Sell	3,454 -2,074	-38%	-$203K	﹤0.01%	629
2024 Q3	$529K	Sell	5,528 -261	-5%	-$23.9K	0.01%	489
2024 Q2	$511K	Hold	5,789	–	–	0.01%	424
2024 Q1	$527K	Hold	5,789	–	–	0.01%	417
2023 Q4	$489K	Hold	5,789	–	–	0.01%	422
2023 Q3	$435K	Hold	5,789	–	–	0.01%	414
2023 Q2	$456K	Hold	5,789	–	–	0.01%	380
2023 Q1	$437K	Hold	5,789	–	–	0.01%	376
2022 Q4	$422K	Hold	5,789	–	–	0.01%	397
2022 Q3	$387K	Buy	+5,789	New	+$432K	0.01%	378

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PSP

Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s EUSA Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 2,946 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Wealthspire Advisors (New York) first reported a position in EUSA in Q3 2022 and has held it in 15 quarters since. The position peaked at $529K in Q3 2024. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

Wealthspire Advisors (New York) held 2,946 shares of iShares MSCI USA Equal Weighted ETF worth $300K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q1 2026.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #722 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2022 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI USA Equal Weighted ETF position peaked at $529K in Q3 2024.
148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.