Crews Bank & Trust EUSA — iShares MSCI USA Equal Weighted ETF

Ownership history in Crews Bank & Trust  ·  6 quarters on record

AI Ownership Summary

Crews Bank & Trust reported iShares MSCI USA Equal Weighted ETF (EUSA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.53% in 2025 Q2. The latest visible filing shows EUSA at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crews Bank & Trust's position in iShares MSCI USA Equal Weighted ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EUSA was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EUSA stock page Crews Bank & Trust fund profile Crews Bank & Trust full holdings
How Crews Bank & Trust held EUSA — position size vs. price
% of Fund (quarterly)    EUSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 145,382 -6,252 -4.1% 2.15% $14.8M 2026-05-13 $108.91
2025 Q4 ADDED — — — 151,634 +604 +0.4% 2.24% $15.7M 2026-01-21 $106.47
2025 Q3 REDUCED 6.9% +2.0% ❌ 151,030 -11,190 -6.9% 2.28% $15.6M 2025-10-22 $102.11
2025 Q2 ADDED — — — 162,220 +7,702 +5.0% 2.53% $16.1M 2025-07-21 $98.79
2025 Q1 ADDED — — — 154,518 +4,325 +2.9% 2.47% $14.5M 2025-04-22 $87.09
2024 Q4 INITIATED — — — 150,193 — — 2.41% $14.3M 2025-01-23 $97.79

🏢 Other funds also holding EUSA

As of 2026 Q1 — sorted by position size

PALLADIEM, LLC 3Y 7Y 7.93% Genesis Wealth Advisors, LLC 3Y 7Y 5.2% Swisher Financial Concepts, Inc. 4.77% Calydon Capital 3Y 7Y 4.72% Financial Architects, LLC 4.39% Ironwood Financial, llc 3Y 7Y 2.13% Legacy PCG, LLC 3Y 1.92% Strategic Financial Services, Inc. 3Y 7Y 1.86% GenTrust, LLC 3Y 7Y 1.61% Private Advisory Group LLC 3Y 7Y 1.38%

FAQ About Crews Bank & Trust and EUSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crews Bank & Trust reported owning EUSA?

Crews Bank & Trust reported EUSA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EUSA position in Crews Bank & Trust's portfolio?

The largest reported portfolio weight for EUSA was 2.53% in 2025 Q2.

What is the latest reported EUSA position on this page?

The most recent filing on this page is 2026 Q1, when Crews Bank & Trust reported 145,382 shares, equal to 2.15% of portfolio, with an estimated market value of $14.8M.

What does the chart on this EUSA ownership page compare?

The chart compares Crews Bank & Trust's quarterly EUSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crews Bank & Trust time their EUSA position?

Based on 13F filing dates vs. subsequent EUSA price moves, Crews Bank & Trust correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on EUSA relative to SPY over the holding period was +1.6%.

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