Genesis 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
$6.89M Buy
69,541
+3,380
+5% +$335K 5.17% 7
2025
Q1
$6.19M Buy
66,161
+2,237
+3% +$209K 5.01% 8
2024
Q4
$6.1M Buy
+63,924
New +$6.1M 5.31% 5