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Larson Financial Group’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Larson Financial Group’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 		$140K Buy
2,392
+740
+45% +$41.1K ﹤0.01% 1006
2026
Q1 		$78.9K Sell
1,652
-746
-31% -$37.8K ﹤0.01% 1104
2025
Q4 		$127K Buy
2,398
+1,778
+287% +$93.8K ﹤0.01% 848
2025
Q3 		$32K Hold
620
– – ﹤0.01% 1384
2025
Q2 		$29K Buy
+620
New +$26.1K ﹤0.01% 1309

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

Larson Financial Group's EGUS Position: Q2 2026 in Review

Larson Financial Group increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 45% in Q2 2026, buying an estimated $41.1K and bringing the position to 2,392 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Larson Financial Group first reported a position in EGUS in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • Larson Financial Group held 2,392 shares of iShares ESG Aware MSCI USA Growth ETF worth $140K as of Q2 2026.
  • Larson Financial Group bought 740 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $41.1K.
  • iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1006 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.