Cornerstone Wealth Management’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	$477K	Sell	4,688 -138	-3%	-$14.6K	0.02%	460
2025 Q4	$499K	Sell	4,826 -13	-0.3%	-$1.34K	0.03%	422
2025 Q3	$498K	Buy	4,839 +2	+0%	+$203	0.03%	419
2025 Q2	$479K	Sell	4,837 -7	-0.1%	-$656	0.03%	401
2025 Q1	$453K	Sell	4,844 -58	-1%	-$5.62K	0.03%	382
2024 Q4	$467K	Sell	4,902 -35	-0.7%	-$3.42K	0.03%	367
2024 Q3	$473K	Sell	4,937 -8	-0.2%	-$732	0.03%	365
2024 Q2	$436K	Sell	4,945 -4	-0.1%	-$353	0.03%	353
2024 Q1	$450K	Sell	4,949 -29	-0.6%	-$2.5K	0.04%	349
2023 Q4	$420K	Sell	4,978 -5	-0.1%	-$386	0.04%	350
2023 Q3	$375K	Sell	4,983 -106	-2%	-$8.37K	0.04%	373
2023 Q2	$401K	Buy	+5,089	New	+$383K	0.04%	348
2020 Q1	–	Sell	-4,681	Closed	-$299K	–	353
2019 Q4	$299K	Sell	4,681 -21	-0.4%	-$1.29K	0.05%	268
2019 Q3	$280K	Sell	4,702 -67	-1%	-$3.97K	0.05%	273
2019 Q2	$284K	Buy	4,769 +665	+16%	+$38.7K	0.05%	287
2019 Q1	$265K	Buy	+4,104	New	+$227K	0.03%	419