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Fermata Advisors’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Fermata Advisors’s Portfolio EGUS Stock Details EGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,332
Closed -$210K – 245
2025
Q1 		$210K Buy
5,332
+489
+10% +$19.3K 0.04% 261
2024
Q4 		$216K Buy
+4,843
New +$216K 0.04% 246