Perigon Wealth Management
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
Q3 		$2.49M Sell
42,189
-87
-0.2% -$5.07K 0.04% 355
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

WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Portfolio Resources Advisor Group
Portfolio Resources Advisor Group Coral Gables, Florida $121M AUM 13.93% 1-Year Est. Return

Perigon Wealth Management's EGUS Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 0.21% in Q3 2026, selling an estimated $5.07K and leaving 42,189 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #355.

Perigon Wealth Management first reported a position in EGUS in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold EGUS as of Q3 2026.

  • Perigon Wealth Management held 42,189 shares of iShares ESG Aware MSCI USA Growth ETF worth $2.49M as of Q3 2026.
  • Perigon Wealth Management sold 87 iShares ESG Aware MSCI USA Growth ETF shares in Q3 2026, an estimated $5.07K.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #355 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.