Benchmark Financial 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 | $1.24M | Sell |
12,518
-58
| -0.5% | -$5.75K | 0.41% | 38 |
|
|
2025
Q1 | $1.18M | Sell |
12,576
-1,984
| -14% | -$186K | 0.44% | 31 |
|
|
2024
Q4 | $1.39M | Sell |
14,560
-251
| -2% | -$23.9K | 0.45% | 32 |
|
|
2024
Q3 | $1.42M | Sell |
14,811
-1,381
| -9% | -$132K | 0.47% | 27 |
|
|
2024
Q2 | $1.43M | Buy |
16,192
+601
| +4% | +$53K | 0.53% | 27 |
|
|
2024
Q1 | $1.42M | Sell |
15,591
-1,031
| -6% | -$93.8K | 0.54% | 25 |
|
|
2023
Q4 | $1.4M | Sell |
16,622
-1,037
| -6% | -$87.6K | 0.6% | 25 |
|
|
2023
Q3 | $1.33M | Hold |
17,659
| – | – | 0.62% | 25 |
|
|
2023
Q2 | $1.39M | Sell |
17,659
-548
| -3% | -$43.2K | 0.65% | 22 |
|
|
2023
Q1 | $1.38M | Buy |
18,207
+796
| +5% | +$60.1K | 0.71% | 20 |
|
|
2022
Q4 | $1.27M | Sell |
17,411
-1,342
| -7% | -$97.9K | 0.69% | 20 |
|
|
2022
Q3 | $1.25M | Sell |
18,753
-11,397
| -38% | -$762K | 0.74% | 23 |
|
|
2022
Q2 | $2.13M | Sell |
30,150
-6,737
| -18% | -$476K | 1.09% | 23 |
|
|
2022
Q1 | $3.13M | Buy |
36,887
+4,564
| +14% | +$387K | 1.33% | 20 |
|
|
2021
Q4 | $2.89M | Buy |
32,323
+15,522
| +92% | +$1.39M | 1.21% | 22 |
|
|
2021
Q3 | $1.41M | Buy |
16,801
+4,633
| +38% | +$388K | 0.67% | 24 |
|
|
2021
Q2 | $1.03M | Buy |
12,168
+3,822
| +46% | +$323K | 0.49% | 27 |
|
|
2021
Q1 | $654K | Buy |
8,346
+1,074
| +15% | +$84.2K | 0.36% | 30 |
|
|
2020
Q4 | $525K | Buy |
7,272
+5
| +0.1% | +$361 | 0.29% | 35 |
|
|
2020
Q3 | $444K | Sell |
7,267
-1,213
| -14% | -$74.1K | 0.29% | 35 |
|
|
2020
Q2 | $485K | Sell |
8,480
-9,543
| -53% | -$546K | 0.36% | 33 |
|
|
2020
Q1 | $840K | Buy |
18,023
+61
| +0.3% | +$2.84K | 0.85% | 17 |
|
|
2019
Q4 | $1.15M | Buy |
17,962
+45
| +0.3% | +$2.88K | 0.95% | 15 |
|
|
2019
Q3 | $1.07M | Buy |
17,917
+362
| +2% | +$21.6K | 1.05% | 14 |
|
|
2019
Q2 | $1.04M | Sell |
17,555
-57
| -0.3% | -$3.38K | 1.02% | 13 |
|
|
2019
Q1 | $1.01M | Buy |
17,612
+310
| +2% | +$17.8K | 1.06% | 13 |
|
|
2018
Q4 | $861K | Buy |
17,302
+5,656
| +49% | +$281K | 1.07% | 12 |
|
|
2018
Q3 | $687K | Buy |
+11,646
| New | +$687K | 0.85% | 10 |
|