Kathleen S. Wright Associates’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 | $198K | Hold |
2,000
| – | – | 0.08% | 109 |
|
|
2025
Q1 | $187K | Sell |
2,000
-580
| -22% | -$54.3K | 0.08% | 112 |
|
|
2024
Q4 | $246K | Hold |
2,580
| – | – | 0.1% | 103 |
|
|
2024
Q3 | $247K | Hold |
2,580
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $228K | Hold |
2,580
| – | – | 0.1% | 104 |
|
|
2024
Q1 | $235K | Hold |
2,580
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $218K | Sell |
2,580
-2,275
| -47% | -$192K | 0.11% | 96 |
|
|
2023
Q3 | $365K | Hold |
4,855
| – | – | 0.2% | 78 |
|
|
2023
Q2 | $383K | Hold |
4,855
| – | – | 0.24% | 65 |
|
|
2023
Q1 | $367K | Hold |
4,855
| – | – | 0.24% | 70 |
|
|
2022
Q4 | $354K | Sell |
4,855
-4,621
| -49% | -$337K | 0.24% | 74 |
|
|
2022
Q3 | $633K | Hold |
9,476
| – | – | 0.51% | 46 |
|
|
2022
Q2 | $669K | Buy |
9,476
+5
| +0.1% | +$353 | 0.56% | 44 |
|
|
2022
Q1 | $803K | Sell |
9,471
-1,318
| -12% | -$112K | 0.59% | 42 |
|
|
2021
Q4 | $966K | Buy |
+10,789
| New | +$966K | 0.71% | 36 |
|