Global Retirement Partners’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 Q4	$931K	Sell	9,010 -532	-6%	-$54.7K	0.02%	692
2025 Q3	$983K	Buy	9,542 +22	+0.2%	+$2.23K	0.02%	548
2025 Q2	$944K	Buy	+9,520	New	+$893K	0.02%	527
2024 Q4	$906K	Buy	9,496 +719	+8%	+$70.3K	0.03%	474
2024 Q3	$840K	Buy	8,777 +1,086	+14%	+$99.3K	0.03%	483
2024 Q2	$679K	Buy	7,691 +123	+2%	+$10.8K	0.02%	525
2024 Q1	$689K	Buy	7,568 +8	+0.1%	+$689	0.03%	452
2023 Q4	$625K	Buy	7,560 +1,894	+33%	+$146K	0.03%	438
2023 Q3	$419K	Buy	5,666 +2,484	+78%	+$196K	0.02%	474
2023 Q2	$251K	Buy	3,182 +3,112	+4,446%	+$234K	0.01%	615
2023 Q1	$5.16K	Hold	70	–	–	﹤0.01%	2147
2022 Q4	$5.11K	Hold	70	–	–	﹤0.01%	2016
2022 Q3	$5K	Hold	70	–	–	﹤0.01%	1918
2022 Q2	$5K	Hold	70	–	–	﹤0.01%	1877
2022 Q1	$5K	Buy	+70	New	+$5.88K	﹤0.01%	1880
2021 Q4	–	Sell	-70	Closed	-$6K	–	688
2021 Q3	$6K	Hold	70	–	–	﹤0.01%	1556
2021 Q2	$6K	Buy	+70	New	+$5.77K	﹤0.01%	1514