Creative Planning
EUSA icon

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
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
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 $16.5B AUM 19.94% 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