Northwestern Mutual Wealth 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 | $25.1M | Buy |
253,601
+143,675
| +131% | +$14.2M | 0.02% | 342 |
|
2025
Q1 | $10.3M | Buy |
109,926
+93,934
| +587% | +$8.79M | 0.01% | 476 |
|
2024
Q4 | $1.52M | Buy |
15,992
+4,484
| +39% | +$428K | ﹤0.01% | 929 |
|
2024
Q3 | $1.1M | Sell |
11,508
-46,013
| -80% | -$4.41M | ﹤0.01% | 1024 |
|
2024
Q2 | $5.08M | Buy |
57,521
+51,219
| +813% | +$4.52M | 0.01% | 586 |
|
2024
Q1 | $573K | Buy |
6,302
+519
| +9% | +$47.2K | ﹤0.01% | 1196 |
|
2023
Q4 | $488K | Sell |
5,783
-30
| -0.5% | -$2.53K | ﹤0.01% | 1216 |
|
2023
Q3 | $437K | Sell |
5,813
-45
| -0.8% | -$3.38K | ﹤0.01% | 1210 |
|
2023
Q2 | $462K | Hold |
5,858
| – | – | ﹤0.01% | 1186 |
|
2023
Q1 | $443K | Sell |
5,858
-63
| -1% | -$4.76K | ﹤0.01% | 1171 |
|
2022
Q4 | $432K | Sell |
5,921
-692
| -10% | -$50.5K | ﹤0.01% | 1148 |
|
2022
Q3 | $442K | Buy |
6,613
+232
| +4% | +$15.5K | ﹤0.01% | 1096 |
|
2022
Q2 | $451K | Sell |
6,381
-41
| -0.6% | -$2.9K | ﹤0.01% | 1085 |
|
2022
Q1 | $545K | Buy |
6,422
+22
| +0.3% | +$1.87K | ﹤0.01% | 1045 |
|
2021
Q4 | $573K | Buy |
6,400
+19
| +0.3% | +$1.7K | ﹤0.01% | 1020 |
|
2021
Q3 | $534K | Hold |
6,381
| – | – | ﹤0.01% | 964 |
|
2021
Q2 | $539K | Hold |
6,381
| – | – | ﹤0.01% | 955 |
|
2021
Q1 | $500K | Buy |
6,381
+240
| +4% | +$18.8K | ﹤0.01% | 921 |
|
2020
Q4 | $443K | Buy |
6,141
+877
| +17% | +$63.3K | ﹤0.01% | 870 |
|
2020
Q3 | $321K | Hold |
5,264
| – | – | ﹤0.01% | 875 |
|
2020
Q2 | $301K | Buy |
5,264
+4,270
| +430% | +$244K | ﹤0.01% | 844 |
|
2020
Q1 | $46K | Buy |
+994
| New | +$46K | ﹤0.01% | 1417 |
|
2019
Q2 | – | Sell |
-74
| Closed | -$4K | – | 2552 |
|
2019
Q1 | $4K | Buy |
74
+13
| +21% | +$703 | ﹤0.01% | 2180 |
|
2018
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 2120 |
|