Congress Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Congress Wealth Management’s Portfolio EUSA Stock Details EUSA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$479K	Hold
2025 Q1	$452K	Buy
2024 Q4	$461K	Sell
2024 Q3	$915K	Buy
2024 Q2	$417K	Buy