DAVIDSON TRUST CO EUSA — ISHARES MSCI USA EQUAL WEIGHTED

Ownership history in DAVIDSON TRUST CO  ·  6 quarters on record

AI Ownership Summary

DAVIDSON TRUST CO reported ISHARES MSCI USA EQUAL WEIGHTED (EUSA) in 6 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows EUSA at 0.11% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAVIDSON TRUST CO's position in ISHARES MSCI USA EQUAL WEIGHTED, 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 Q3

EUSA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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.

How DAVIDSON TRUST CO 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,502 — 0% 0.11% $279K 2026-10-09 $114.26
2026 Q2 UNCHANGED — — — 2,502 — 0% 0.11% $286K 2026-07-29 $114.22
2026 Q1 UNCHANGED — — — 2,502 — 0% 0.11% $255K 2026-04-20 $108.39
2025 Q4 UNCHANGED — — — 2,502 — 0% 0.11% $259K 2026-01-27 $105.62
2025 Q3 REDUCED 43.3% +2.0% ❌ 2,502 -1,908 -43.3% 0.11% $258K 2025-10-20 $101.57
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DAVIDSON TRUST CO and EUSA

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

How long has DAVIDSON TRUST CO reported owning EUSA?

DAVIDSON TRUST CO reported EUSA across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported EUSA position in DAVIDSON TRUST CO's portfolio?

The largest reported portfolio weight for EUSA was 0.11% in 2026 Q2.

What is the latest reported EUSA position on this page?

The most recent filing on this page is 2026 Q3, when DAVIDSON TRUST CO reported 2,502 shares, equal to 0.11% of portfolio, with an estimated market value of $279K.

What does the chart on this EUSA ownership page compare?

The chart compares DAVIDSON TRUST CO'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.

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