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
2026 Q2	–	Sell	-8,767	Closed	-$419K	–	76
2026 Q1	$419K	Hold	8,767	–	–	0.08%	44
2025 Q4	$464K	Hold	8,767	–	–	0.09%	43
2025 Q3	$452K	Hold	8,767	–	–	0.08%	43
2025 Q2	$410K	Hold	8,767	–	–	0.07%	43
2025 Q1	$346K	Buy	+8,767	New	+$381K	0.06%	44

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

Serenus Wealth Advisors's EGUS Position: Q2 2026 in Review

Serenus Wealth Advisors sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q2 2026, closing a stake of 8,767 shares — an estimated $419K sold.

Serenus Wealth Advisors first reported a position in EGUS in Q1 2025 and held it in 5 quarters. The position peaked at $464K in Q4 2025. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

Serenus Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q2 2026 after selling out during the quarter.
Serenus Wealth Advisors sold 8,767 iShares ESG Aware MSCI USA Growth ETF shares in Q2 2026, an estimated $419K.
Serenus Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q1 2025 and held it in 5 quarters.
Serenus Wealth Advisors's iShares ESG Aware MSCI USA Growth ETF position peaked at $464K in Q4 2025.
24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.