YHB Investment Advisors’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 | $793K | Hold |
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|
2025
Q2 | $763K | Hold |
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|
2025
Q1 | $721K | Hold |
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|
2024
Q4 | $734K | Hold |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $680K | Hold |
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|
2024
Q1 | $701K | Hold |
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|
2023
Q4 | $650K | Hold |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $607K | Hold |
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|
2023
Q1 | $582K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $514K | Hold |
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|
2022
Q2 | $544K | Hold |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $689K | Hold |
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|
2021
Q3 | $644K | Hold |
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|
2021
Q2 | $651K | Hold |
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|
2021
Q1 | $629K | Hold |
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|
2020
Q4 | $556K | Hold |
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|
2020
Q3 | $470K | Buy |
|