Creative Planning’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 | $255K | Sell |
2,571
-1,119
| -30% | -$111K | ﹤0.01% | 3028 |
|
|
2025
Q1 | $345K | Hold |
3,690
| – | – | ﹤0.01% | 2617 |
|
|
2024
Q4 | $352K | Hold |
3,690
| – | – | ﹤0.01% | 2527 |
|
|
2024
Q3 | $353K | Hold |
3,690
| – | – | ﹤0.01% | 2393 |
|
|
2024
Q2 | $326K | Hold |
3,690
| – | – | ﹤0.01% | 2273 |
|
|
2024
Q1 | $336K | Hold |
3,690
| – | – | ﹤0.01% | 2146 |
|
|
2023
Q4 | $312K | Buy |
+3,690
| New | +$312K | ﹤0.01% | 2058 |
|
|
2023
Q2 | – | Sell |
-3,447
| Closed | -$260K | – | 2586 |
|
|
2023
Q1 | $260K | Sell |
3,447
-20
| -0.6% | -$1.51K | ﹤0.01% | 1911 |
|
|
2022
Q4 | $253K | Buy |
+3,467
| New | +$253K | ﹤0.01% | 1840 |
|
|
2021
Q3 | – | Sell |
-2,607
| Closed | -$220K | – | 2074 |
|
|
2021
Q2 | $220K | Hold |
2,607
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q1 | $204K | Buy |
+2,607
| New | +$204K | ﹤0.01% | 2043 |
|