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

Monumental 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
2024
Q3 		$639K Hold
15,405
– – 0.24% 38
2024
Q2 		$626K Hold
15,405
– – 0.27% 38
2024
Q1 		$575K Buy
+15,405
New +$550K 0.31% 36

Other funds holding EGUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monumental Financial Group's EGUS Position: Q3 2024 in Review

Monumental Financial Group held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q3 2024 at 15,405 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #38.

Monumental Financial Group first reported a position in EGUS in Q1 2024 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold EGUS as of Q3 2024.

  • Monumental Financial Group held 15,405 shares of iShares ESG Aware MSCI USA Growth ETF worth $639K as of Q3 2024.
  • Monumental Financial Group left its iShares ESG Aware MSCI USA Growth ETF share count unchanged in Q3 2024.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.24% of Monumental Financial Group's portfolio in Q3 2024, its #38 holding.
  • Monumental Financial Group first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.