YHB Investment Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

YHB Investment 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 Q2	$879K	Hold	7,700	–	–	0.06%	187
2026 Q1	$784K	Hold	7,700	–	–	0.06%	182
2025 Q4	$796K	Hold	7,700	–	–	0.06%	185
2025 Q3	$793K	Hold	7,700	–	–	0.06%	181
2025 Q2	$763K	Hold	7,700	–	–	0.06%	180
2025 Q1	$721K	Hold	7,700	–	–	0.06%	172
2024 Q4	$734K	Hold	7,700	–	–	0.06%	165
2024 Q3	$737K	Hold	7,700	–	–	0.06%	170
2024 Q2	$680K	Hold	7,700	–	–	0.06%	173
2024 Q1	$701K	Hold	7,700	–	–	0.06%	166
2023 Q4	$650K	Hold	7,700	–	–	0.06%	167
2023 Q3	$579K	Hold	7,700	–	–	0.05%	177
2023 Q2	$607K	Hold	7,700	–	–	0.06%	176
2023 Q1	$582K	Hold	7,700	–	–	0.06%	177
2022 Q4	$562K	Hold	7,700	–	–	0.06%	174
2022 Q3	$514K	Hold	7,700	–	–	0.06%	185
2022 Q2	$544K	Hold	7,700	–	–	0.06%	182
2022 Q1	$653K	Hold	7,700	–	–	0.06%	180
2021 Q4	$689K	Hold	7,700	–	–	0.05%	187
2021 Q3	$644K	Hold	7,700	–	–	0.06%	188
2021 Q2	$651K	Hold	7,700	–	–	0.06%	187
2021 Q1	$629K	Hold	7,700	–	–	0.05%	188
2020 Q4	$556K	Hold	7,700	–	–	0.05%	188
2020 Q3	$470K	Buy	+7,700	New	+$467K	0.05%	192

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

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

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

YHB Investment Advisors's EUSA Position: Q2 2026 in Review

YHB Investment Advisors held its iShares MSCI USA Equal Weighted ETF (EUSA) position steady in Q2 2026 at 7,700 shares worth $879K. The position accounts for 0.06% of the portfolio, ranked #187.

YHB Investment Advisors first reported a position in EUSA in Q3 2020 and has held it in 24 quarters since. 43 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

YHB Investment Advisors held 7,700 shares of iShares MSCI USA Equal Weighted ETF worth $879K as of Q2 2026.
YHB Investment Advisors left its iShares MSCI USA Equal Weighted ETF share count unchanged in Q2 2026.
iShares MSCI USA Equal Weighted ETF made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #187 holding.
YHB Investment Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q3 2020 and has held it in 24 quarters since.
43 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.