Benjamin F. Edwards & Company’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$14K	Hold	357	–	–	﹤0.01%	1630
2024 Q1	$13K	Hold	357	–	–	﹤0.01%	1631
2023 Q4	$12K	Hold	357	–	–	﹤0.01%	1607
2023 Q3	$11K	Buy	+357	New	+$10.9K	﹤0.01%	1363

Other funds holding EGUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

TRCT

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

Benjamin F. Edwards & Company's EGUS Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q2 2024 at 357 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Benjamin F. Edwards & Company first reported a position in EGUS in Q3 2023 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold EGUS as of Q2 2024.

Benjamin F. Edwards & Company held 357 shares of iShares ESG Aware MSCI USA Growth ETF worth $14K as of Q2 2024.
Benjamin F. Edwards & Company left its iShares ESG Aware MSCI USA Growth ETF share count unchanged in Q2 2024.
iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1630 holding.
Benjamin F. Edwards & Company first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q3 2023 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.