Global Retirement Partners’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 | $944K | Buy |
+9,520
| New | +$944K | 0.02% | 527 |
|
|
2024
Q4 | $906K | Buy |
9,496
+719
| +8% | +$68.6K | 0.03% | 474 |
|
|
2024
Q3 | $840K | Buy |
8,777
+1,086
| +14% | +$104K | 0.03% | 483 |
|
|
2024
Q2 | $679K | Buy |
7,691
+123
| +2% | +$10.9K | 0.02% | 525 |
|
|
2024
Q1 | $689K | Buy |
7,568
+8
| +0.1% | +$728 | 0.03% | 452 |
|
|
2023
Q4 | $625K | Buy |
7,560
+1,894
| +33% | +$157K | 0.03% | 438 |
|
|
2023
Q3 | $419K | Buy |
5,666
+2,484
| +78% | +$184K | 0.02% | 474 |
|
|
2023
Q2 | $251K | Buy |
3,182
+3,112
| +4,446% | +$245K | 0.01% | 615 |
|
|
2023
Q1 | $5.16K | Hold |
70
| – | – | ﹤0.01% | 2144 |
|
|
2022
Q4 | $5.11K | Hold |
70
| – | – | ﹤0.01% | 2015 |
|
|
2022
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 1917 |
|
|
2022
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q1 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1878 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$6K | – | 688 |
|
|
2021
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 1555 |
|
|
2021
Q2 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 1511 |
|