Wealth Enhancement Advisory Services’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 | $2.45M | Buy |
24,270
+2,162
| +10% | +$218K | ﹤0.01% | 1253 |
|
2025
Q1 | $2.07M | Buy |
22,108
+604
| +3% | +$56.5K | ﹤0.01% | 1227 |
|
2024
Q4 | $2.05M | Buy |
21,504
+6,808
| +46% | +$649K | ﹤0.01% | 1174 |
|
2024
Q3 | $1.41M | Hold |
14,696
| – | – | ﹤0.01% | 1221 |
|
2024
Q2 | $1.3M | Sell |
14,696
-73
| -0.5% | -$6.44K | ﹤0.01% | 1159 |
|
2024
Q1 | $1.34M | Buy |
14,769
+767
| +5% | +$69.8K | ﹤0.01% | 1106 |
|
2023
Q4 | $1.18M | Buy |
14,002
+2,995
| +27% | +$253K | ﹤0.01% | 1101 |
|
2023
Q3 | $828K | Buy |
+11,007
| New | +$828K | ﹤0.01% | 1180 |
|