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

SOA 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 		$303K Buy
+5,184
New +$288K 0.05% 170

Other funds holding EGUS

PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

SOA Wealth Advisors opened a new position in iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q2 2026: 5,184 shares worth $303K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings.

4 funds tracked by Wall St. Rank hold EGUS as of Q2 2026.

  • SOA Wealth Advisors held 5,184 shares of iShares ESG Aware MSCI USA Growth ETF worth $303K as of Q2 2026.
  • iShares ESG Aware MSCI USA Growth ETF was a new SOA Wealth Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA Growth ETF made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • 4 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.