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

Benjamin Edwards 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
2026
Q1 		$217K Sell
4,542
-150
-3% -$7.59K ﹤0.01% 1279
2025
Q4 		$248K Buy
+4,692
New +$247K ﹤0.01% 1190

Other funds holding EGUS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return
JMNC
J. Mark Nickell & Co Brentwood, Tennessee $111M AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Benjamin Edwards Inc's EGUS Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 3.2% in Q1 2026, selling an estimated $7.59K and leaving 4,542 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Benjamin Edwards Inc first reported a position in EGUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 17 funds tracked by Wall St. Rank hold EGUS as of Q1 2026.

  • Benjamin Edwards Inc held 4,542 shares of iShares ESG Aware MSCI USA Growth ETF worth $217K as of Q1 2026.
  • Benjamin Edwards Inc sold 150 iShares ESG Aware MSCI USA Growth ETF shares in Q1 2026, an estimated $7.59K.
  • iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1279 holding.
  • Benjamin Edwards Inc first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Benjamin Edwards Inc's iShares ESG Aware MSCI USA Growth ETF position peaked at $248K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.