SWA
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Serenus Wealth Advisors’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Serenus Wealth Advisors’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
2025
Q2 		$410K Hold
2025
Q1 		$346K Buy