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Sunbelt Securities’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Sunbelt Securities’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 		$11.6K Buy
243
+3
+1% +$152 ﹤0.01% 1455
2025
Q4 		$12.7K Buy
240
+98
+69% +$5.17K ﹤0.01% 1384
2025
Q3 		$7.33K Buy
+142
New +$6.97K ﹤0.01% 1523

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 $8.23B AUM 30.88% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 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 $11B AUM 18.22% 1-Year Est. Return

Sunbelt Securities's EGUS Position: Q1 2026 in Review

Sunbelt Securities increased its iShares ESG Aware MSCI USA Growth ETF (EGUS) stake by 1.3% in Q1 2026, buying an estimated $152 and bringing the position to 243 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Sunbelt Securities first reported a position in EGUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.7K in Q4 2025. 17 funds tracked by Wall St. Rank hold EGUS as of Q1 2026.

  • Sunbelt Securities held 243 shares of iShares ESG Aware MSCI USA Growth ETF worth $11.6K as of Q1 2026.
  • Sunbelt Securities bought 3 iShares ESG Aware MSCI USA Growth ETF shares in Q1 2026, an estimated $152.
  • iShares ESG Aware MSCI USA Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1455 holding.
  • Sunbelt Securities first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's iShares ESG Aware MSCI USA Growth ETF position peaked at $12.7K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.