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 Q1	$1.97M	Buy	+41,208	New	+$2.09M	﹤0.01%	1897

Other funds holding EGUS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

SWA

Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return

JMNC

J. Mark Nickell & Co Brentwood, Tennessee $111M AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's EGUS Position: Q1 2026 in Review

Creative Planning opened a new position in iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q1 2026: 41,208 shares worth $1.97M. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings.

17 funds tracked by Wall St. Rank hold EGUS as of Q1 2026.

Creative Planning held 41,208 shares of iShares ESG Aware MSCI USA Growth ETF worth $1.97M as of Q1 2026.
iShares ESG Aware MSCI USA Growth ETF was a new Creative Planning position in Q1 2026.
iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1897 holding.
17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.