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Portfolio Resources Advisor Group’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Portfolio Resources Advisor 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
2026
Q1 		– Sell
-100
Closed -$5.29K – 150
2025
Q4 		$5.29K Buy
+100
New +$5.27K 0.01% 117

Other funds holding EGUS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return
JMNC
J. Mark Nickell & Co Brentwood, Tennessee $125M AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Portfolio Resources Advisor Group's EGUS Position: Q1 2026 in Review

Portfolio Resources Advisor Group sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q1 2026, closing a stake of 100 shares — an estimated $5.29K sold.

Portfolio Resources Advisor Group first reported a position in EGUS in Q4 2025 and held it in 1 quarter. The position peaked at $5.29K in Q4 2025. 18 funds tracked by Wall St. Rank hold EGUS as of Q1 2026.

  • Portfolio Resources Advisor Group reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Portfolio Resources Advisor Group sold 100 iShares ESG Aware MSCI USA Growth ETF shares in Q1 2026, an estimated $5.29K.
  • Portfolio Resources Advisor Group first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and held it in 1 quarter.
  • Portfolio Resources Advisor Group's iShares ESG Aware MSCI USA Growth ETF position peaked at $5.29K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q1 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q1 2026, filed 14 Apr 2026.