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ZWJ Investment Counsel’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

ZWJ Investment Counsel’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 		$2.47M Sell
21,642
-3,097
-13% -$339K 0.08% 95
2026
Q1 		$2.52M Buy
24,739
+17,529
+243% +$1.85M 0.09% 87
2025
Q4 		$745K Buy
7,210
+2,993
+71% +$308K 0.03% 131
2025
Q3 		$434K Buy
4,217
+624
+17% +$63.3K 0.02% 155
2025
Q2 		$356K Buy
+3,593
New +$337K 0.01% 164

Other funds holding EUSA

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SFC
Swisher Financial Concepts Westerville, Ohio $159M AUM 23.09% 1-Year Est. Return

ZWJ Investment Counsel's EUSA Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 13% in Q2 2026, selling an estimated $339K and leaving 21,642 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #95.

ZWJ Investment Counsel first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q1 2026. 83 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • ZWJ Investment Counsel held 21,642 shares of iShares MSCI USA Equal Weighted ETF worth $2.47M as of Q2 2026.
  • ZWJ Investment Counsel sold 3,097 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $339K.
  • iShares MSCI USA Equal Weighted ETF made up 0.08% of ZWJ Investment Counsel's portfolio in Q2 2026, its #95 holding.
  • ZWJ Investment Counsel first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • ZWJ Investment Counsel's iShares MSCI USA Equal Weighted ETF position peaked at $2.52M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.