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

Lido 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 Q2	$9.35M	Sell	160,044 -4,384	-3%	-$244K	0.03%	366
2026 Q1	$7.85M	Sell	164,428 -2,959	-2%	-$150K	0.02%	363
2025 Q4	$8.65M	Buy	167,387 +5,429	+3%	+$286K	0.03%	347
2025 Q3	$8.36M	Sell	161,958 -18,122	-10%	-$890K	0.03%	336
2025 Q2	$8.42M	Sell	180,080 -130,646	-42%	-$5.51M	0.03%	277
2025 Q1	$12.3M	Buy	+310,726	New	+$13.5M	0.06%	213

Other funds holding EGUS

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

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

Lido Advisors's EGUS Position: Q2 2026 in Review

Lido Advisors reduced its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 2.7% in Q2 2026, selling an estimated $244K and leaving 160,044 shares worth $9.35M. The position accounts for 0.03% of the portfolio, ranked #366.

Lido Advisors first reported a position in EGUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3M in Q1 2025. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

Lido Advisors held 160,044 shares of iShares ESG Aware MSCI USA Growth ETF worth $9.35M as of Q2 2026.
Lido Advisors sold 4,384 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $244K.
iShares ESG Aware MSCI USA Growth ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #366 holding.
Lido Advisors first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2025 and has held it in 6 quarters since.
Lido Advisors's iShares ESG Aware MSCI USA Growth ETF position peaked at $12.3M in Q1 2025.
24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.