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 Q1	$1.83M	Buy	+38,329	New	+$1.94M	0.03%	396

Other funds holding EGUS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWM

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

SWA

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

JMNC

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

TRCT

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

BEI

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Perigon Wealth Management's EGUS Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q1 2026: 38,329 shares worth $1.83M. The stake represents 0.03% of the portfolio and ranks #396 among its holdings.

17 funds tracked by Wall St. Rank hold EGUS as of Q1 2026.

Perigon Wealth Management held 38,329 shares of iShares ESG Aware MSCI USA Growth ETF worth $1.83M as of Q1 2026.
iShares ESG Aware MSCI USA Growth ETF was a new Perigon Wealth Management position in Q1 2026.
iShares ESG Aware MSCI USA Growth ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #396 holding.
17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.