Crescent Grove Advisors’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 | $401K | Buy |
4,043
+586
| +17% | +$58.1K | 0.04% | 181 |
|
|
2025
Q1 | $324K | Buy |
3,457
+797
| +30% | +$74.6K | 0.03% | 202 |
|
|
2024
Q4 | $254K | Buy |
+2,660
| New | +$254K | 0.03% | 243 |
|
|
2023
Q4 | – | Sell |
-8,641
| Closed | -$653K | – | 287 |
|
|
2023
Q3 | $653K | Hold |
8,641
| – | – | 0.08% | 139 |
|
|
2023
Q2 | $681K | Buy |
8,641
+327
| +4% | +$25.8K | 0.07% | 140 |
|
|
2023
Q1 | $628K | Buy |
8,314
+2,274
| +38% | +$172K | 0.07% | 150 |
|
|
2022
Q4 | $441K | Buy |
+6,040
| New | +$441K | 0.05% | 187 |
|