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XY Planning Network’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

XY Planning Network’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 		$2.34M Buy
20,498
+600
+3% +$65.8K 0.29% 80
2026
Q1 		$2.03M Buy
19,898
+4,435
+29% +$468K 0.32% 73
2025
Q4 		$1.6M Buy
+15,463
New +$1.59M 0.28% 89

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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

XY Planning Network's EUSA Position: Q2 2026 in Review

XY Planning Network increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 3% in Q2 2026, buying an estimated $65.8K and bringing the position to 20,498 shares worth $2.34M. The position accounts for 0.29% of the portfolio, ranked #80.

XY Planning Network first reported a position in EUSA in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • XY Planning Network held 20,498 shares of iShares MSCI USA Equal Weighted ETF worth $2.34M as of Q2 2026.
  • XY Planning Network bought 600 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $65.8K.
  • iShares MSCI USA Equal Weighted ETF made up 0.29% of XY Planning Network's portfolio in Q2 2026, its #80 holding.
  • XY Planning Network first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.