PWM
EGUS icon

Perigon Wealth Management’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Perigon Wealth Management’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 		$2.47M Buy
42,276
+3,947
+10% +$219K 0.04% 366
2026
Q1 		$1.83M Buy
+38,329
New +$1.94M 0.03% 396

Other funds holding EGUS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Perigon Wealth Management's EGUS Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 10% in Q2 2026, buying an estimated $219K and bringing the position to 42,276 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #366.

Perigon Wealth Management first reported a position in EGUS in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • Perigon Wealth Management held 42,276 shares of iShares ESG Aware MSCI USA Growth ETF worth $2.47M as of Q2 2026.
  • Perigon Wealth Management bought 3,947 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $219K.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.