Aspiriant LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,422
| Closed | -$289K | – | 320 |
|
|
2023
Q4 | $289K | Sell |
3,422
-527
| -13% | -$44.5K | 0.01% | 247 |
|
|
2023
Q3 | $297K | Hold |
3,949
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $311K | Hold |
3,949
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $298K | Hold |
3,949
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $288K | Buy |
+3,949
| New | +$288K | 0.01% | 217 |
|