Corient Private Wealth
EGUS icon

Corient Private Wealth’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-2,396
Closed -$202K – 2403
2024
Q3 		$202K Buy
+2,396
New +$96.4K ﹤0.01% 2223
2024
Q2 		– Sell
-2,825
Closed -$226K – 2339
2024
Q1 		$226K Buy
+2,825
New +$101K ﹤0.01% 2039

Other funds holding EGUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth's EGUS Position: Q4 2024 in Review

Corient Private Wealth sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q4 2024, closing a stake of 2,396 shares — an estimated $202K sold.

Corient Private Wealth first reported a position in EGUS in Q1 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2024. 8 funds tracked by Wall St. Rank hold EGUS as of Q4 2024.

  • Corient Private Wealth reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 2,396 iShares ESG Aware MSCI USA Growth ETF shares in Q4 2024, an estimated $202K.
  • Corient Private Wealth first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2024 and held it in 2 quarters.
  • Corient Private Wealth's iShares ESG Aware MSCI USA Growth ETF position peaked at $226K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.