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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
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 $32.7B AUM 19.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return
JMNC
J. Mark Nickell & Co Brentwood, Tennessee $111M AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Sherman Asset Management's EGUS Position: Q1 2026 in Review

Sherman Asset Management held its iShares ESG Aware MSCI USA Growth ETF (EGUS) position steady in Q1 2026 at 352 shares worth $16.8K. The position accounts for 0.02% of the portfolio, ranked #119.

Sherman Asset Management first reported a position in EGUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.6K in Q4 2025. 17 funds tracked by Wall St. Rank hold EGUS as of Q1 2026.

  • Sherman Asset Management held 352 shares of iShares ESG Aware MSCI USA Growth ETF worth $16.8K as of Q1 2026.
  • Sherman Asset Management left its iShares ESG Aware MSCI USA Growth ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.02% of Sherman Asset Management's portfolio in Q1 2026, its #119 holding.
  • Sherman Asset Management first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Sherman Asset Management's iShares ESG Aware MSCI USA Growth ETF position peaked at $18.6K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.