SageView Advisory Group’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

SageView Advisory 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 Q2	$2.41M	Buy	41,256 +48	+0.1%	+$2.67K	0.08%	140
2026 Q1	$1.97M	Buy	41,208 +276	+0.7%	+$14K	0.07%	138
2025 Q4	$2.17M	Sell	40,932 -1,105	-3%	-$58.3K	0.07%	144
2025 Q3	$2.17M	Buy	42,037 +640	+2%	+$31.4K	0.07%	146
2025 Q2	$2.02M	Buy	41,397 +4,067	+11%	+$171K	0.08%	134
2025 Q1	$1.47M	Buy	+37,330	New	+$1.62M	0.06%	162

Other funds holding EGUS

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

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SageView Advisory Group's EGUS Position: Q2 2026 in Review

SageView Advisory Group increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 0.12% in Q2 2026, buying an estimated $2.67K and bringing the position to 41,256 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #140.

SageView Advisory Group first reported a position in EGUS in Q1 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

SageView Advisory Group held 41,256 shares of iShares ESG Aware MSCI USA Growth ETF worth $2.41M as of Q2 2026.
SageView Advisory Group bought 48 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $2.67K.
iShares ESG Aware MSCI USA Growth ETF made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #140 holding.
SageView Advisory Group first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2025 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.