Number of Shares
365,580.00
Current Holdings Value*
$34.21 Mil
% of Portfolio
1.29%
Total Estimate Gain
$7.32 Mil
% of Total Estimate Gain
24.46%

Arkadios Wealth Advisors's iShares MSCI USA Equal Weighted ETF Holding Summary

As of 2025-03-31, Arkadios Wealth Advisors held 365,580.00 shares of iShares MSCI USA Equal Weighted ETF(EUSA), totaling $34.21 Mil. This investment constitutes 1.29% of their stock portfolio, and Arkadios Wealth Advisors now holds 2.48% of the outstanding iShares MSCI USA Equal Weighted ETF(EUSA) stock.

The initial trade took place in 2021Q2. And since then Arkadios Wealth Advisors has made 16 purchases of EUSA, at an average price of $81.85, for a total of 365,580.00 shares. Based on historical transaction data and EUSA's current price of $101.87, Arkadios Wealth Advisors's estimated gain on his EUSA holdings is $7.32 Mil, reflecting a 24.46% gain to date.

Arkadios Wealth Advisors EUSA ($101.87) Holding Chart

Arkadios Wealth Advisors EUSA ($101.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1