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Harbor Asset Planning’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Harbor Asset 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
Q2 		$85K Sell
745
-6
-0.8% -$658 0.06% 163
2026
Q1 		$76.4K Buy
751
+2
+0.3% +$211 0.06% 161
2025
Q4 		$77.4K Buy
749
+242
+48% +$24.9K 0.07% 153
2025
Q3 		$52.1K Hold
507
– – 0.05% 182
2025
Q2 		$50.3K Buy
+507
New +$47.5K 0.05% 178

Other funds holding EUSA

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
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
FAG
Financial Architects (Georgia) Woodstock, Georgia $209M AUM 14.99% 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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Harbor Asset Planning's EUSA Position: Q2 2026 in Review

Harbor Asset Planning reduced its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.8% in Q2 2026, selling an estimated $658 and leaving 745 shares worth $85K. The position accounts for 0.06% of the portfolio, ranked #163.

Harbor Asset Planning first reported a position in EUSA in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Harbor Asset Planning held 745 shares of iShares MSCI USA Equal Weighted ETF worth $85K as of Q2 2026.
  • Harbor Asset Planning sold 6 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $658.
  • iShares MSCI USA Equal Weighted ETF made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #163 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.