Wealthspire Advisors (New York)’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $527K | Hold |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $422K | Hold |
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|
2022
Q3 | $387K | Buy |
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