Wealthspire Advisors (New York)’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 | $292K | Hold |
2,946
| – | – | ﹤0.01% | 675 |
|
|
2025
Q1 | $276K | Sell |
2,946
-508
| -15% | -$47.5K | ﹤0.01% | 662 |
|
|
2024
Q4 | $329K | Sell |
3,454
-2,074
| -38% | -$198K | ﹤0.01% | 629 |
|
|
2024
Q3 | $529K | Sell |
5,528
-261
| -5% | -$25K | 0.01% | 489 |
|
|
2024
Q2 | $511K | Hold |
5,789
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $527K | Hold |
5,789
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $489K | Hold |
5,789
| – | – | 0.01% | 422 |
|
|
2023
Q3 | $435K | Hold |
5,789
| – | – | 0.01% | 414 |
|
|
2023
Q2 | $456K | Hold |
5,789
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $437K | Hold |
5,789
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $422K | Hold |
5,789
| – | – | 0.01% | 397 |
|
|
2022
Q3 | $387K | Buy |
+5,789
| New | +$387K | 0.01% | 378 |
|