EP Wealth 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 | $439K | Sell |
4,427
-215
| -5% | -$21.3K | ﹤0.01% | 833 |
|
|
2025
Q1 | $434K | Buy |
4,642
+42
| +0.9% | +$3.93K | ﹤0.01% | 756 |
|
|
2024
Q4 | $439K | Hold |
4,600
| – | – | ﹤0.01% | 735 |
|
|
2024
Q3 | $440K | Sell |
4,600
-30
| -0.6% | -$2.87K | ﹤0.01% | 727 |
|
|
2024
Q2 | $409K | Buy |
4,630
+850
| +22% | +$75K | ﹤0.01% | 581 |
|
|
2024
Q1 | $344K | Buy |
+3,780
| New | +$344K | ﹤0.01% | 591 |
|