Creative Planning’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Creative Planning’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	$2.41M	Buy	41,256 +48	+0.1%	+$2.67K	﹤0.01%	1934
2026 Q1	$1.97M	Buy	+41,208	New	+$2.09M	﹤0.01%	1897

Other funds holding EGUS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's EGUS Position: Q2 2026 in Review

Creative Planning increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 0.12% in Q2 2026, buying an estimated $2.67K and bringing the position to 41,256 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Creative Planning first reported a position in EGUS in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

Creative Planning held 41,256 shares of iShares ESG Aware MSCI USA Growth ETF worth $2.41M as of Q2 2026.
Creative Planning bought 48 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $2.67K.
iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1934 holding.
Creative Planning first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2026 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.