Apollon Wealth Management’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Apollon Wealth Management’s Portfolio EGUS Stock Details EGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Hold	8,888	–	–	0.01%	999
2026 Q1	$424K	Sell	8,888 -4,828	-35%	-$244K	0.01%	940
2025 Q4	$726K	Sell	13,716 -14	-0.1%	-$738	0.01%	696
2025 Q3	$708K	Sell	13,730 -7	-0.1%	-$344	0.01%	703
2025 Q2	$642K	Sell	13,737 -643	-4%	-$27.1K	0.01%	705
2025 Q1	$567K	Hold	14,380	–	–	0.01%	696
2024 Q4	$641K	Buy	+14,380	New	+$626K	0.01%	654

Other funds holding EGUS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

JMNC

J. Mark Nickell & Co Brentwood, Tennessee $125M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Apollon Wealth Management's EGUS Position: Q2 2026 in Review

Apollon Wealth Management held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q2 2026 at 8,888 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #999.

Apollon Wealth Management first reported a position in EGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q4 2025. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

Apollon Wealth Management held 8,888 shares of iShares ESG Aware MSCI USA Growth ETF worth $519K as of Q2 2026.
Apollon Wealth Management left its iShares ESG Aware MSCI USA Growth ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Growth ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #999 holding.
Apollon Wealth Management first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2024 and has held it in 7 quarters since.
Apollon Wealth Management's iShares ESG Aware MSCI USA Growth ETF position peaked at $726K in Q4 2025.
24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.