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 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

Prosperity Planning's EGUS Position: Q2 2026 in Review

Prosperity Planning opened a new position in iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q2 2026: 4,044 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings.

24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

Prosperity Planning held 4,044 shares of iShares ESG Aware MSCI USA Growth ETF worth $236K as of Q2 2026.
iShares ESG Aware MSCI USA Growth ETF was a new Prosperity Planning position in Q2 2026.
iShares ESG Aware MSCI USA Growth ETF made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #107 holding.
24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.