UBS Group’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

UBS Group’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	-236	Closed	-$12.2K	–	10659
2025 Q3	$12.2K	Buy	+236	New	+$11.6K	﹤0.01%	8449
2025 Q2	–	Sell	-511	Closed	-$20.2K	–	10380
2025 Q1	$20.2K	Buy	511 +248	+94%	+$10.8K	﹤0.01%	8233
2024 Q4	$11.7K	Buy	263 +256	+3,657%	+$11.1K	﹤0.01%	8228
2024 Q3	$290	Buy	+7	New	+$282	﹤0.01%	9019

Other funds holding EGUS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $125M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's EGUS Position: Q4 2025 in Review

UBS Group sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q4 2025, closing a stake of 236 shares — an estimated $12.2K sold.

UBS Group first reported a position in EGUS in Q3 2024 and held it in 4 quarters. The position peaked at $20.2K in Q1 2025. 19 funds tracked by Wall St. Rank hold EGUS as of Q4 2025.

UBS Group reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 236 iShares ESG Aware MSCI USA Growth ETF shares in Q4 2025, an estimated $12.2K.
UBS Group first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q3 2024 and held it in 4 quarters.
UBS Group's iShares ESG Aware MSCI USA Growth ETF position peaked at $20.2K in Q1 2025.
19 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.