TWM
Tolleson Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Hold |
7,978
| – | – | 0.14% | 49 |
|
|
2025
Q1 | $747K | Buy |
7,978
+548
| +7% | +$51.3K | 0.14% | 50 |
|
|
2024
Q4 | $709K | Hold |
7,430
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $711K | Hold |
7,430
| – | – | 0.14% | 50 |
|
|
2024
Q2 | $656K | Hold |
7,430
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $676K | Buy |
+7,430
| New | +$676K | 0.13% | 55 |
|