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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,332
Closed -$210K – 245
2025
Q1 		$210K Buy
5,332
+489
+10% +$21.3K 0.04% 261
2024
Q4 		$216K Buy
+4,843
New +$211K 0.04% 246

Other funds holding EGUS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Fermata Advisors's EGUS Position: Q2 2025 in Review

Fermata Advisors sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q2 2025, closing a stake of 5,332 shares — an estimated $210K sold.

Fermata Advisors first reported a position in EGUS in Q4 2024 and held it in 2 quarters. The position peaked at $216K in Q4 2024. 12 funds tracked by Wall St. Rank hold EGUS as of Q2 2025.

  • Fermata Advisors reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 5,332 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2025, an estimated $210K.
  • Fermata Advisors first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2024 and held it in 2 quarters.
  • Fermata Advisors's iShares ESG Aware MSCI USA Growth ETF position peaked at $216K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.