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Farrell Financial’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Farrell Financial’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 		$730K Sell
6,397
-235
-4% -$25.8K 0.4% 42
2026
Q1 		$675K Sell
6,632
-11
-0.2% -$1.16K 0.4% 42
2025
Q4 		$687K Buy
6,643
+29
+0.4% +$2.98K 0.41% 45
2025
Q3 		$681K Buy
6,614
+25
+0.4% +$2.54K 0.43% 41
2025
Q2 		$653K Sell
6,589
-151
-2% -$14.2K 0.44% 42
2025
Q1 		$631K Buy
6,740
+22
+0.3% +$2.13K 0.46% 40
2024
Q4 		$641K Buy
6,718
+26
+0.4% +$2.54K 0.46% 37
2024
Q3 		$666K Sell
6,692
-117
-2% -$10.7K 0.47% 37
2024
Q2 		$601K Buy
6,809
+21
+0.3% +$1.85K 0.47% 37
2024
Q1 		$618K Buy
6,788
+67
+1% +$5.77K 0.51% 35
2023
Q4 		$507K Buy
+6,721
New +$519K 0.51% 38

Other funds holding EUSA

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Farrell Financial's EUSA Position: Q2 2026 in Review

Farrell Financial reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 3.5% in Q2 2026, selling an estimated $25.8K and leaving 6,397 shares worth $730K. The position accounts for 0.4% of the portfolio, ranked #42.

Farrell Financial first reported a position in EUSA in Q4 2023 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Farrell Financial held 6,397 shares of iShares MSCI USA Equal Weighted ETF worth $730K as of Q2 2026.
  • Farrell Financial sold 235 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $25.8K.
  • iShares MSCI USA Equal Weighted ETF made up 0.4% of Farrell Financial's portfolio in Q2 2026, its #42 holding.
  • Farrell Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2023 and has held it in 11 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.