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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
Q2 		$263K Sell
4,506
-36
-0.8% -$2K ﹤0.01% 1286
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 $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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
JMNC
J. Mark Nickell & Co Brentwood, Tennessee $125M AUM

Benjamin Edwards Inc's EGUS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 0.79% in Q2 2026, selling an estimated $2K and leaving 4,506 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Benjamin Edwards Inc first reported a position in EGUS in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • Benjamin Edwards Inc held 4,506 shares of iShares ESG Aware MSCI USA Growth ETF worth $263K as of Q2 2026.
  • Benjamin Edwards Inc sold 36 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $2K.
  • iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1286 holding.
  • Benjamin Edwards Inc first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.