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Sherman Asset Management’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Sherman Asset Management’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 		$20.6K Hold
352
– – 0.02% 104
2026
Q1 		$16.8K Hold
352
– – 0.02% 119
2025
Q4 		$18.6K Buy
+352
New +$18.6K 0.02% 124

Other funds holding EGUS

Lido Advisors
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
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
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

Sherman Asset Management's EGUS Position: Q2 2026 in Review

Sherman Asset Management held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q2 2026 at 352 shares worth $20.6K. The position accounts for 0.02% of the portfolio, ranked #104.

Sherman Asset Management first reported a position in EGUS in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • Sherman Asset Management held 352 shares of iShares ESG Aware MSCI USA Growth ETF worth $20.6K as of Q2 2026.
  • Sherman Asset Management left its iShares ESG Aware MSCI USA Growth ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.02% of Sherman Asset Management's portfolio in Q2 2026, its #104 holding.
  • Sherman Asset Management first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.