Congress Wealth Management’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	$479K	Hold	4,833	–	–	﹤0.01%	940
2025 Q1	$452K	Buy	4,833 +1	+0%	+$94	0.01%	844
2024 Q4	$461K	Sell	4,832 -4,720	-49%	-$450K	0.01%	656
2024 Q3	$915K	Buy	9,552 +4,832	+102%	+$463K	0.01%	529
2024 Q2	$417K	Buy	+4,720	New	+$417K	0.01%	559