WealthShield Partners’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 | $472K | Sell |
4,761
-316
| -6% | -$31.3K | 0.06% | 239 |
|
|
2025
Q1 | $475K | Buy |
5,077
+77
| +2% | +$7.21K | 0.06% | 223 |
|
|
2024
Q4 | $477K | Buy |
5,000
+831
| +20% | +$79.2K | 0.07% | 217 |
|
|
2024
Q3 | $399K | Sell |
4,169
-255
| -6% | -$24.4K | 0.05% | 224 |
|
|
2024
Q2 | $390K | Sell |
4,424
-221
| -5% | -$19.5K | 0.06% | 222 |
|
|
2024
Q1 | $423K | Sell |
4,645
-13
| -0.3% | -$1.18K | 0.07% | 207 |
|
|
2023
Q4 | $393K | Buy |
4,658
+558
| +14% | +$47.1K | 0.06% | 218 |
|
|
2023
Q3 | $310K | Sell |
4,100
-164
| -4% | -$12.4K | 0.05% | 248 |
|
|
2023
Q2 | $336K | Sell |
4,264
-860
| -17% | -$67.8K | 0.05% | 243 |
|
|
2023
Q1 | $387K | Buy |
5,124
+261
| +5% | +$19.7K | 0.06% | 225 |
|
|
2022
Q4 | $355K | Sell |
4,863
-263
| -5% | -$19.2K | 0.07% | 229 |
|
|
2022
Q3 | $342K | Sell |
5,126
-131
| -2% | -$8.74K | 0.07% | 234 |
|
|
2022
Q2 | $371K | Buy |
5,257
+371
| +8% | +$26.2K | 0.07% | 227 |
|
|
2022
Q1 | $414K | Buy |
+4,886
| New | +$414K | 0.07% | 254 |
|