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

IFP 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
2026 Q3	$192K	Buy	3,241 +496	+18%	+$28.9K	﹤0.01%	1557
2026 Q2	$160K	Hold	2,745	–	–	﹤0.01%	1663
2026 Q1	$131K	Hold	2,745	–	–	﹤0.01%	1654
2025 Q4	$145K	Buy	+2,745	New	+$145K	﹤0.01%	1555

Other funds holding EGUS

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Portfolio Resources Advisor Group Coral Gables, Florida $121M AUM 13.93% 1-Year Est. Return

IFP Advisors's EGUS Position: Q3 2026 in Review

IFP Advisors increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 18% in Q3 2026, buying an estimated $28.9K and bringing the position to 3,241 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

IFP Advisors first reported a position in EGUS in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold EGUS as of Q3 2026.

IFP Advisors held 3,241 shares of iShares ESG Aware MSCI USA Growth ETF worth $192K as of Q3 2026.
IFP Advisors bought 496 iShares ESG Aware MSCI USA Growth ETF shares in Q3 2026, an estimated $28.9K.
iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1557 holding.
IFP Advisors first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.