Arkadios Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
388,029
+22,449
| +6% | +$2.23M | 1.13% | 9 |
|
|
2025
Q1 | $34.2M | Buy |
365,580
+9,531
| +3% | +$892K | 1.29% | 8 |
|
|
2024
Q4 | $34M | Buy |
356,049
+28,664
| +9% | +$2.73M | 1.85% | 8 |
|
|
2024
Q3 | $31.3M | Buy |
327,385
+15,577
| +5% | +$1.49M | 1.78% | 7 |
|
|
2024
Q2 | $27.5M | Buy |
311,808
+10,930
| +4% | +$965K | 1.86% | 7 |
|
|
2024
Q1 | $27.4M | Buy |
300,878
+6,679
| +2% | +$608K | 2.12% | 7 |
|
|
2023
Q4 | $24.8M | Buy |
294,199
+21,046
| +8% | +$1.78M | 2.1% | 7 |
|
|
2023
Q3 | $20.5M | Buy |
273,153
+103,574
| +61% | +$7.79M | 1.95% | 7 |
|
|
2023
Q2 | $13.4M | Buy |
169,579
+4,526
| +3% | +$357K | 1.55% | 7 |
|
|
2023
Q1 | $12.5M | Buy |
165,053
+23,716
| +17% | +$1.79M | 1.48% | 6 |
|
|
2022
Q4 | $10.3M | Buy |
141,337
+28,210
| +25% | +$2.06M | 1.37% | 6 |
|
|
2022
Q3 | $7.56M | Buy |
113,127
+11,904
| +12% | +$795K | 1.15% | 10 |
|
|
2022
Q2 | $7.15M | Buy |
101,223
+19,004
| +23% | +$1.34M | 1.06% | 10 |
|
|
2022
Q1 | $6.98M | Buy |
82,219
+37,534
| +84% | +$3.18M | 0.91% | 15 |
|
|
2021
Q4 | $4M | Buy |
44,685
+10,022
| +29% | +$897K | 0.53% | 37 |
|
|
2021
Q3 | $2.9M | Buy |
34,663
+7,372
| +27% | +$617K | 0.42% | 56 |
|
|
2021
Q2 | $2.31M | Buy |
27,291
+7,057
| +35% | +$596K | 0.28% | 97 |
|
|
2021
Q1 | $1.59M | Buy |
20,234
+20,143
| +22,135% | +$1.58M | 0.26% | 102 |
|
|
2020
Q4 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 1068 |
|