Kathleen S. Wright Associates’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
Q3 | $206K | Hold |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $187K | Sell |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $633K | Hold |
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|
2022
Q2 | $669K | Buy |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $966K | Buy |
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