Number of Shares
26,262.00
Current Holdings Value*
$2.60 Mil
% of Portfolio
1.67%
Total Estimate Gain
$210,358.62
% of Total Estimate Gain
8.54%

MGO Private Wealth, LLC's iShares MSCI USA Equal Weighted ETF Holding Summary

As of 2025-06-30, MGO Private Wealth, LLC held 26,262.00 shares of iShares MSCI USA Equal Weighted ETF(EUSA), totaling $2.60 Mil. This investment constitutes 1.67% of their stock portfolio, and MGO Private Wealth, LLC now holds 0.17% of the outstanding iShares MSCI USA Equal Weighted ETF(EUSA) stock.

The initial trade took place in 2025Q2. And since then MGO Private Wealth, LLC has made 1 purchases of EUSA, at an average price of $93.76, for a total of 26,262.00 shares. Based on historical transaction data and EUSA's current price of $101.77, MGO Private Wealth, LLC's estimated gain on his EUSA holdings is $210,358.62, reflecting a 8.54% gain to date.

MGO Private Wealth, LLC EUSA ($101.77) Holding Chart

MGO Private Wealth, LLC EUSA ($101.77) 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 %

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