YHB Investment Advisors’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 | $763K | Hold |
7,700
| – | – | 0.06% | 180 |
|
|
2025
Q1 | $721K | Hold |
7,700
| – | – | 0.06% | 172 |
|
|
2024
Q4 | $734K | Hold |
7,700
| – | – | 0.06% | 165 |
|
|
2024
Q3 | $737K | Hold |
7,700
| – | – | 0.06% | 170 |
|
|
2024
Q2 | $680K | Hold |
7,700
| – | – | 0.06% | 173 |
|
|
2024
Q1 | $701K | Hold |
7,700
| – | – | 0.06% | 166 |
|
|
2023
Q4 | $650K | Hold |
7,700
| – | – | 0.06% | 167 |
|
|
2023
Q3 | $579K | Hold |
7,700
| – | – | 0.05% | 177 |
|
|
2023
Q2 | $607K | Hold |
7,700
| – | – | 0.06% | 176 |
|
|
2023
Q1 | $582K | Hold |
7,700
| – | – | 0.06% | 177 |
|
|
2022
Q4 | $562K | Hold |
7,700
| – | – | 0.06% | 174 |
|
|
2022
Q3 | $514K | Hold |
7,700
| – | – | 0.06% | 185 |
|
|
2022
Q2 | $544K | Hold |
7,700
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $653K | Hold |
7,700
| – | – | 0.06% | 180 |
|
|
2021
Q4 | $689K | Hold |
7,700
| – | – | 0.05% | 187 |
|
|
2021
Q3 | $644K | Hold |
7,700
| – | – | 0.06% | 188 |
|
|
2021
Q2 | $651K | Hold |
7,700
| – | – | 0.06% | 187 |
|
|
2021
Q1 | $629K | Hold |
7,700
| – | – | 0.05% | 188 |
|
|
2020
Q4 | $556K | Hold |
7,700
| – | – | 0.05% | 188 |
|
|
2020
Q3 | $470K | Buy |
+7,700
| New | +$470K | 0.05% | 192 |
|