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BFSG LLC’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

BFSG LLC’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 		$26.3K Hold
450
– – ﹤0.01% 487
2026
Q1 		$21.5K Hold
450
– – ﹤0.01% 486
2025
Q4 		$23.8K Hold
450
– – ﹤0.01% 468
2025
Q3 		$23.2K Buy
450
+95
+27% +$4.67K ﹤0.01% 467
2025
Q2 		$16.6K Hold
355
– – ﹤0.01% 468
2025
Q1 		$14K Hold
355
– – ﹤0.01% 472
2024
Q4 		$15.8K Hold
355
– – ﹤0.01% 463
2024
Q3 		$14.7K Buy
+355
New +$14.3K ﹤0.01% 466

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

BFSG LLC's EGUS Position: Q2 2026 in Review

BFSG LLC held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q2 2026 at 450 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

BFSG LLC first reported a position in EGUS in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • BFSG LLC held 450 shares of iShares ESG Aware MSCI USA Growth ETF worth $26.3K as of Q2 2026.
  • BFSG LLC 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 BFSG LLC's portfolio in Q2 2026, its #487 holding.
  • BFSG LLC first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.