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Sonoma Allocations’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Sonoma Allocations’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
Q4 		– Sell
-6,474
Closed -$331K – 139
2025
Q3 		$331K Buy
+6,474
New +$318K 0.12% 91

Other funds holding EGUS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sonoma Allocations's EGUS Position: Q4 2025 in Review

Sonoma Allocations sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q4 2025, closing a stake of 6,474 shares — an estimated $331K sold.

Sonoma Allocations first reported a position in EGUS in Q3 2025 and held it in 1 quarter. The position peaked at $331K in Q3 2025. 19 funds tracked by Wall St. Rank hold EGUS as of Q4 2025.

  • Sonoma Allocations reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Sonoma Allocations sold 6,474 iShares ESG Aware MSCI USA Growth ETF shares in Q4 2025, an estimated $331K.
  • Sonoma Allocations first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q3 2025 and held it in 1 quarter.
  • Sonoma Allocations's iShares ESG Aware MSCI USA Growth ETF position peaked at $331K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.