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WFA of San Diego’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

WFA of San Diego’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 		$16.8K Hold
165
– – 0.01% 263
2025
Q4 		$17.1K Hold
165
– – 0.01% 276
2025
Q3 		$17K Hold
165
– – 0.01% 288
2025
Q2 		$16.4K Buy
+165
New +$15.5K 0.01% 285
2024
Q3 		$15.8K Hold
165
– – 0.01% 255
2024
Q2 		$14.6K Buy
+165
New +$14.6K 0.01% 262
2023
Q3 		$12.4K Hold
165
– – 0.01% 268
2023
Q2 		$13K Buy
+165
New +$12.4K 0.01% 265

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

WFA of San Diego's EUSA Position: Q1 2026 in Review

WFA of San Diego held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q1 2026 at 165 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #263.

WFA of San Diego first reported a position in EUSA in Q2 2023 and has held it in 8 quarters since. The position peaked at $17.1K in Q4 2025. 149 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • WFA of San Diego held 165 shares of iShares MSCI USA Equal Weighted ETF worth $16.8K as of Q1 2026.
  • WFA of San Diego 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 WFA of San Diego's portfolio in Q1 2026, its #263 holding.
  • WFA of San Diego first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2023 and has held it in 8 quarters since.
  • WFA of San Diego's iShares MSCI USA Equal Weighted ETF position peaked at $17.1K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.