Creative Planning’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Creative Planning’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	$301K	Buy	2,640 +593	+29%	+$65K	﹤0.01%	3558
2026 Q1	$208K	Hold	2,047	–	–	﹤0.01%	3702
2025 Q4	$212K	Sell	2,047 -524	-20%	-$53.9K	﹤0.01%	3502
2025 Q3	$265K	Hold	2,571	–	–	﹤0.01%	3248
2025 Q2	$255K	Sell	2,571 -1,119	-30%	-$105K	﹤0.01%	3038
2025 Q1	$345K	Hold	3,690	–	–	﹤0.01%	2624
2024 Q4	$352K	Hold	3,690	–	–	﹤0.01%	2535
2024 Q3	$353K	Hold	3,690	–	–	﹤0.01%	2393
2024 Q2	$326K	Hold	3,690	–	–	﹤0.01%	2282
2024 Q1	$336K	Hold	3,690	–	–	﹤0.01%	2155
2023 Q4	$312K	Buy	+3,690	New	+$285K	﹤0.01%	2062
2023 Q2	–	Sell	-3,447	Closed	-$260K	–	2707
2023 Q1	$260K	Sell	3,447 -20	-0.6%	-$1.52K	﹤0.01%	1918
2022 Q4	$253K	Buy	+3,467	New	+$252K	﹤0.01%	1848
2021 Q3	–	Sell	-2,607	Closed	-$220K	–	2146
2021 Q2	$220K	Hold	2,607	–	–	﹤0.01%	1753
2021 Q1	$204K	Buy	+2,607	New	+$197K	﹤0.01%	2082

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Creative Planning's EUSA Position: Q2 2026 in Review

Creative Planning increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 29% in Q2 2026, buying an estimated $65K and bringing the position to 2,640 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Creative Planning first reported a position in EUSA in Q1 2021 and has held it in 15 quarters since. The position peaked at $353K in Q3 2024. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Creative Planning held 2,640 shares of iShares MSCI USA Equal Weighted ETF worth $301K as of Q2 2026.
Creative Planning bought 593 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $65K.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3558 holding.
Creative Planning first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2021 and has held it in 15 quarters since.
Creative Planning's iShares MSCI USA Equal Weighted ETF position peaked at $353K in Q3 2024.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.