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WESCAP Management Group’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

WESCAP Management Group’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 		$2.45M Buy
21,479
+851
+4% +$93.3K 0.46% 44
2026
Q1 		$2.1M Buy
20,628
+2,051
+11% +$216K 0.41% 44
2025
Q4 		$1.92M Sell
18,577
-78
-0.4% -$8.03K 0.39% 45
2025
Q3 		$1.92M Sell
18,655
-63
-0.3% -$6.39K 0.4% 50
2025
Q2 		$1.86M Buy
18,718
+6,177
+49% +$579K 0.42% 47
2025
Q1 		$1.17M Buy
12,541
+52
+0.4% +$5.04K 0.29% 59
2024
Q4 		$1.19M Hold
12,489
– – 0.29% 57
2024
Q3 		$1.2M Hold
12,489
– – 0.3% 53
2024
Q2 		$1.1M Hold
12,489
– – 0.31% 55
2024
Q1 		$1.14M Sell
12,489
-61
-0.5% -$5.25K 0.33% 55
2023
Q4 		$1.06M Buy
12,550
+604
+5% +$46.7K 0.34% 52
2023
Q3 		$898K Sell
11,946
-62
-0.5% -$4.9K 0.32% 54
2023
Q2 		$946K Sell
12,008
-864
-7% -$65K 0.33% 55
2023
Q1 		$972K Hold
12,872
– – 0.34% 56
2022
Q4 		$939K Buy
12,872
+888
+7% +$64.5K 0.33% 53
2022
Q3 		$800K Hold
11,984
– – 0.31% 58
2022
Q2 		$846K Sell
11,984
-9,268
-44% -$716K 0.29% 59
2022
Q1 		$1.8M Buy
21,252
+10,185
+92% +$855K 0.51% 44
2021
Q4 		$990K Buy
11,067
+171
+2% +$15K 0.27% 59
2021
Q3 		$912K Sell
10,896
-407
-4% -$34.9K 0.27% 59
2021
Q2 		$955K Sell
11,303
-579
-5% -$47.7K 0.28% 56
2021
Q1 		$931K Sell
11,882
-750
-6% -$56.8K 0.26% 54
2020
Q4 		$912K Sell
12,632
-136
-1% -$9.14K 0.27% 53
2020
Q3 		$779K Hold
12,768
– – 0.26% 53
2020
Q2 		$730K Sell
12,768
-1,976
-13% -$106K 0.26% 58
2020
Q1 		$687K Buy
+14,744
New +$870K 0.29% 53

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

WESCAP Management Group's EUSA Position: Q2 2026 in Review

WESCAP Management Group increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 4.1% in Q2 2026, buying an estimated $93.3K and bringing the position to 21,479 shares worth $2.45M. The position accounts for 0.46% of the portfolio, ranked #44.

WESCAP Management Group first reported a position in EUSA in Q1 2020 and has held it in 26 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • WESCAP Management Group held 21,479 shares of iShares MSCI USA Equal Weighted ETF worth $2.45M as of Q2 2026.
  • WESCAP Management Group bought 851 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $93.3K.
  • iShares MSCI USA Equal Weighted ETF made up 0.46% of WESCAP Management Group's portfolio in Q2 2026, its #44 holding.
  • WESCAP Management Group first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2020 and has held it in 26 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.