Arkadios Wealth Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.6M	Buy	251,323 +12,457	+5%	+$1.31M	0.42%	47
2025 Q4	$24.7M	Sell	238,866 -2,040	-0.8%	-$210K	0.49%	35
2025 Q3	$24.8M	Sell	240,906 -147,123	-38%	-$14.9M	0.61%	28
2025 Q2	$38.5M	Buy	388,029 +22,449	+6%	+$2.1M	1.16%	9
2025 Q1	$34.2M	Buy	365,580 +9,531	+3%	+$923K	1.3%	8
2024 Q4	$34M	Buy	356,049 +28,664	+9%	+$2.8M	1.85%	8
2024 Q3	$31.3M	Buy	327,385 +15,577	+5%	+$1.42M	1.78%	7
2024 Q2	$27.5M	Buy	311,808 +10,930	+4%	+$964K	1.86%	7
2024 Q1	$27.4M	Buy	300,878 +6,679	+2%	+$575K	2.12%	7
2023 Q4	$24.8M	Buy	294,199 +21,046	+8%	+$1.63M	2.1%	7
2023 Q3	$20.5M	Buy	273,153 +103,574	+61%	+$8.18M	1.95%	7
2023 Q2	$13.4M	Buy	169,579 +4,526	+3%	+$341K	1.55%	7
2023 Q1	$12.5M	Buy	165,053 +23,716	+17%	+$1.81M	1.48%	6
2022 Q4	$10.3M	Buy	141,337 +28,210	+25%	+$2.05M	1.37%	6
2022 Q3	$7.56M	Buy	113,127 +11,904	+12%	+$887K	1.15%	10
2022 Q2	$7.15M	Buy	101,223 +19,004	+23%	+$1.47M	1.07%	10
2022 Q1	$6.97M	Buy	82,219 +37,534	+84%	+$3.15M	0.92%	15
2021 Q4	$4M	Buy	44,685 +10,022	+29%	+$881K	0.54%	37
2021 Q3	$2.9M	Buy	34,663 +7,372	+27%	+$633K	0.42%	56
2021 Q2	$2.31M	Buy	27,291 +7,057	+35%	+$582K	0.28%	97
2021 Q1	$1.58M	Buy	20,234 +20,143	+22,135%	+$1.53M	0.26%	102
2020 Q4	$6K	Buy	+91	New	+$6.12K	﹤0.01%	1068