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Golden State Equity Partners’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Golden State Equity Partners’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 		– Sell
-1,338
Closed -$63.9K – 747
2026
Q1 		$63.9K Buy
+1,338
New +$67.7K ﹤0.01% 836

Other funds holding EGUS

Lido Advisors
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
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
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

Golden State Equity Partners's EGUS Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q2 2026, closing a stake of 1,338 shares — an estimated $63.9K sold.

Golden State Equity Partners first reported a position in EGUS in Q1 2026 and held it in 1 quarter. The position peaked at $63.9K in Q1 2026. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,338 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $63.9K.
  • Golden State Equity Partners first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares ESG Aware MSCI USA Growth ETF position peaked at $63.9K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.