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 Q3	$4.46M	Buy	40,021 +115	+0.3%	+$13.3K	0.03%	472
2026 Q2	$4.56M	Buy	39,906 +4,723	+13%	+$518K	0.04%	436
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

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Farther Finance Advisors's EUSA Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.29% in Q3 2026, buying an estimated $13.3K and bringing the position to 40,021 shares worth $4.46M. The position accounts for 0.03% of the portfolio, ranked #472.

Farther Finance Advisors first reported a position in EUSA in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.56M in Q2 2026. 15 funds tracked by Wall St. Rank hold EUSA as of Q3 2026.

Farther Finance Advisors held 40,021 shares of iShares MSCI USA Equal Weighted ETF worth $4.46M as of Q3 2026.
Farther Finance Advisors bought 115 iShares MSCI USA Equal Weighted ETF shares in Q3 2026, an estimated $13.3K.
iShares MSCI USA Equal Weighted ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #472 holding.
Farther Finance Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2023 and has held it in 13 quarters since.
Farther Finance Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $4.56M in Q2 2026.
15 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.