McLean Asset Management’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 | $912K | Hold |
9,095
| – | – | 0.24% | 54 |
|
|
2025
Q1 | $754K | Hold |
9,095
| – | – | 0.25% | 50 |
|
|
2024
Q4 | $867K | Hold |
9,095
| – | – | 0.26% | 51 |
|
|
2024
Q3 | $869K | Hold |
9,095
| – | – | 0.26% | 50 |
|
|
2024
Q2 | $807K | Hold |
9,095
| – | – | 0.26% | 52 |
|
|
2024
Q1 | $819K | Hold |
9,095
| – | – | 0.28% | 50 |
|
|
2023
Q4 | $754K | Hold |
9,095
| – | – | 0.28% | 46 |
|
|
2023
Q3 | $688K | Hold |
9,095
| – | – | 0.28% | 51 |
|
|
2023
Q2 | $717K | Hold |
9,095
| – | – | 0.28% | 47 |
|
|
2023
Q1 | $687K | Buy |
9,095
+1,847
| +25% | +$140K | 0.28% | 46 |
|
|
2022
Q4 | $529K | Sell |
7,248
-1,424
| -16% | -$104K | 0.18% | 62 |
|
|
2022
Q3 | $592K | Buy |
8,672
+465
| +6% | +$31.7K | 0.23% | 48 |
|
|
2022
Q2 | $588K | Sell |
8,207
-333
| -4% | -$23.9K | 0.23% | 50 |
|
|
2022
Q1 | $724K | Buy |
8,540
+959
| +13% | +$81.3K | 0.54% | 35 |
|
|
2021
Q4 | $670K | Buy |
7,581
+34
| +0.5% | +$3.01K | 0.26% | 43 |
|
|
2021
Q3 | $670K | Buy |
+7,547
| New | +$670K | 0.26% | 44 |
|