Lido Advisors

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 Q1	$7.85M	Sell	164,428 -2,959	-2%	-$150K	0.03%	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	0.04%	277
2025 Q1	$12.3M	Buy	+310,726	New	+$13.5M	0.07%	213

Other funds holding EGUS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return

J. Mark Nickell & Co Brentwood, Tennessee $111M AUM

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return