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Walled Lake Planning & Wealth Management’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
11,488
+14
+0.1% +$1.53K 0.33% 44
2026
Q1 		$1.17M Sell
11,474
-976
-8% -$103K 0.34% 42
2025
Q4 		$1.29M Sell
12,450
-200
-2% -$20.6K 0.41% 40
2025
Q3 		$1.3M Sell
12,650
-81
-0.6% -$8.22K 0.43% 38
2025
Q2 		$1.26M Sell
12,731
-38
-0.3% -$3.56K 0.41% 42
2025
Q1 		$1.2M Sell
12,769
-1,204
-9% -$117K 0.42% 43
2024
Q4 		$1.33M Sell
13,973
-1,647
-11% -$161K 0.5% 39
2024
Q3 		$1.5M Sell
15,620
-604
-4% -$55.2K 0.56% 38
2024
Q2 		$1.43M Sell
16,224
-105,494
-87% -$9.31M 0.58% 37
2024
Q1 		$11.1M Buy
121,718
+7,946
+7% +$684K 4.55% 4
2023
Q4 		$9.61M Buy
113,772
+5,011
+5% +$387K 4.47% 4
2023
Q3 		$8.18M Buy
108,761
+2,929
+3% +$231K 4.1% 4
2023
Q2 		$8.34M Buy
105,832
+40,016
+61% +$3.01M 4.06% 5
2023
Q1 		$4.97M Sell
65,816
-781
-1% -$59.5K 2.6% 16
2022
Q4 		$4.86M Buy
+66,597
New +$4.84M 3.31% 15

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EUSA Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its iShares MSCI USA Equal Weighted ETF (EUSA) stake by 0.12% in Q2 2026, buying an estimated $1.53K and bringing the position to 11,488 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #44.

Walled Lake Planning & Wealth Management first reported a position in EUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q1 2024. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 11,488 shares of iShares MSCI USA Equal Weighted ETF worth $1.31M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 14 iShares MSCI USA Equal Weighted ETF shares in Q2 2026, an estimated $1.53K.
  • iShares MSCI USA Equal Weighted ETF made up 0.33% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Walled Lake Planning & Wealth Management first reported a position in iShares MSCI USA Equal Weighted ETF in Q4 2022 and has held it in 15 quarters since.
  • Walled Lake Planning & Wealth Management's iShares MSCI USA Equal Weighted ETF position peaked at $11.1M in Q1 2024.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.