Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Hold |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $204K | Buy |
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