Kestra Advisory Services’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Kestra Advisory Services’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	$233K	Buy	+2,043	New	+$224K	﹤0.01%	2990
2026 Q1	–	Sell	-1,650	Closed	-$171K	–	3503
2025 Q4	$171K	Buy	+1,650	New	+$170K	﹤0.01%	3024

Other funds holding EUSA

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PSP

Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return

DADC

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

Kestra Advisory Services's EUSA Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 2,043 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in EUSA as recently as Q4 2025.

Kestra Advisory Services first reported a position in EUSA in Q4 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

Kestra Advisory Services held 2,043 shares of iShares MSCI USA Equal Weighted ETF worth $233K as of Q2 2026.
iShares MSCI USA Equal Weighted ETF was a new Kestra Advisory Services position in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2990 holding.
Kestra Advisory Services first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 2 quarters since.
154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.