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Farther Finance Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Farther Finance Advisors’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 		$3.59M Buy
35,183
+495
+1% +$52.2K 0.03% 439
2025
Q4 		$3.59M Sell
34,688
-89
-0.3% -$9.16K 0.04% 395
2025
Q3 		$3.58M Buy
34,777
+1,997
+6% +$203K 0.05% 296
2025
Q2 		$3.25M Buy
32,780
+156
+0.5% +$14.6K 0.06% 254
2025
Q1 		$3.06M Buy
32,624
+4,130
+14% +$400K 0.08% 230
2024
Q4 		$2.72M Buy
28,494
+3,046
+12% +$298K 0.1% 169
2024
Q3 		$2.44M Buy
25,448
+5,031
+25% +$460K 0.09% 180
2024
Q2 		$1.79M Buy
20,417
+4,258
+26% +$376K 0.09% 183
2024
Q1 		$1.46M Buy
16,159
+2,673
+20% +$230K 0.09% 190
2023
Q4 		$1.14M Buy
13,486
+2,413
+22% +$186K 0.08% 214
2023
Q3 		$833K Buy
+11,073
New +$874K 0.13% 139

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

Farther Finance Advisors's EUSA Position: Q1 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 1.4% in Q1 2026, buying an estimated $52.2K and bringing the position to 35,183 shares worth $3.59M. The position accounts for 0.03% of the portfolio, ranked #439.

Farther Finance Advisors first reported a position in EUSA in Q3 2023 and has held it in 11 quarters since. 148 funds tracked by Wall St. Rank hold EUSA as of Q1 2026.

  • Farther Finance Advisors held 35,183 shares of iShares MSCI USA Equal Weighted ETF worth $3.59M as of Q1 2026.
  • Farther Finance Advisors bought 495 iShares MSCI USA Equal Weighted ETF shares in Q1 2026, an estimated $52.2K.
  • iShares MSCI USA Equal Weighted ETF made up 0.03% of Farther Finance Advisors's portfolio in Q1 2026, its #439 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and has held it in 11 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.