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J. Mark Nickell & Co’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

J. Mark Nickell & Co’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 		$491K Buy
8,413
+1,193
+17% +$66.3K 0.39% 21
2026
Q1 		$345K Hold
7,220
– – 0.31% 22
2025
Q4 		$382K Buy
+7,220
New +$381K 0.35% 21

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

J. Mark Nickell & Co's EGUS Position: Q2 2026 in Review

J. Mark Nickell & Co increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 17% in Q2 2026, buying an estimated $66.3K and bringing the position to 8,413 shares worth $491K. The position accounts for 0.39% of the portfolio, ranked #21.

J. Mark Nickell & Co first reported a position in EGUS in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • J. Mark Nickell & Co held 8,413 shares of iShares ESG Aware MSCI USA Growth ETF worth $491K as of Q2 2026.
  • J. Mark Nickell & Co bought 1,193 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $66.3K.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.39% of J. Mark Nickell & Co's portfolio in Q2 2026, its #21 holding.
  • J. Mark Nickell & Co first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.