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

Finley 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	$1.14M	Sell	9,960 -600	-6%	-$65.8K	0.46%	32
2026 Q1	$1.07M	Buy	10,560 +700	+7%	+$73.9K	0.5%	30
2025 Q4	$1.02M	Buy	9,860 +3,860	+64%	+$397K	0.47%	31
2025 Q3	$618K	Hold	6,000	–	–	0.29%	44
2025 Q2	$595K	Buy	6,000 +1,200	+25%	+$113K	0.3%	44
2025 Q1	$440K	Buy	+4,800	New	+$465K	0.25%	48

Other funds holding EUSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SFC

Swisher Financial Concepts Westerville, Ohio $159M AUM 23.09% 1-Year Est. Return

Finley Financial's EUSA Position: Q2 2026 in Review

Finley Financial reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 5.7% in Q2 2026, selling an estimated $65.8K and leaving 9,960 shares worth $1.14M. The position accounts for 0.46% of the portfolio, ranked #32.

Finley Financial first reported a position in EUSA in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Finley Financial held 9,960 shares of iShares MSCI USA Equal Weighted ETF worth $1.14M as of Q2 2026.
Finley Financial sold 600 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $65.8K.
iShares MSCI USA Equal Weighted ETF made up 0.46% of Finley Financial's portfolio in Q2 2026, its #32 holding.
Finley Financial first reported a position in iShares MSCI USA Equal Weighted ETF in Q1 2025 and has held it in 6 quarters since.
83 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.