AssetMark Inc’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

AssetMark Inc’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
2025 Q3	–	Sell	-2	Closed	-$94	–	3209
2025 Q2	$94	Sell	2 -3,792	-100%	-$160K	﹤0.01%	2945
2025 Q1	$150K	Buy	3,794 +315	+9%	+$13.7K	﹤0.01%	1199
2024 Q4	$155K	Buy	+3,479	New	+$151K	﹤0.01%	1159
2024 Q2	–	Sell	-5	Closed	-$187	–	2144
2024 Q1	$187	Buy	+5	New	+$178	﹤0.01%	1792

Other funds holding EGUS

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

SAG

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TRCT

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SWA

Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

AssetMark Inc's EGUS Position: Q3 2025 in Review

AssetMark Inc sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q3 2025, closing a stake of 2 shares — an estimated $94 sold.

AssetMark Inc first reported a position in EGUS in Q1 2024 and held it in 4 quarters. The position peaked at $155K in Q4 2024. 17 funds tracked by Wall St. Rank hold EGUS as of Q3 2025.

AssetMark Inc reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q3 2025 after selling out during the quarter.
AssetMark Inc sold 2 iShares ESG Aware MSCI USA Growth ETF shares in Q3 2025, an estimated $94.
AssetMark Inc first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2024 and held it in 4 quarters.
AssetMark Inc's iShares ESG Aware MSCI USA Growth ETF position peaked at $155K in Q4 2024.
17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.