Prosperity Planning’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Prosperity Planning’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	$239K	Hold	4,044	–	–	0.05%	111
2026 Q2	$236K	Buy	+4,044	New	+$225K	0.05%	107
2025 Q4	–	Hold	0	–	–	–	103
2025 Q3	–	Hold	0	–	–	–	103
2025 Q2	–	Hold	0	–	–	–	104
2025 Q1	–	Hold	0	–	–	–	99

Other funds holding EGUS

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Prosperity Planning's EGUS Position: Q3 2026 in Review

Prosperity Planning held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q3 2026 at 4,044 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #111.

Prosperity Planning first reported a position in EGUS in Q2 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold EGUS as of Q3 2026.

Prosperity Planning held 4,044 shares of iShares ESG Aware MSCI USA Growth ETF worth $239K as of Q3 2026.
Prosperity Planning left its iShares ESG Aware MSCI USA Growth ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA Growth ETF made up 0.05% of Prosperity Planning's portfolio in Q3 2026, its #111 holding.
Prosperity Planning first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q2 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.