Wealth Enhancement Advisory Services
EGUS icon

Wealth Enhancement Advisory Services’s iShares ESG Aware MSCI USA Growth ETF EGUS Stock Holding History

Wealth Enhancement Advisory Services’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
-3,955
Closed -$206K – 3693
2025
Q3 		$206K Buy
+3,955
New +$194K ﹤0.01% 3121

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

Wealth Enhancement Advisory Services's EGUS Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares ESG Aware MSCI USA Growth ETF (EGUS) in Q4 2025, closing a stake of 3,955 shares — an estimated $206K sold.

Wealth Enhancement Advisory Services first reported a position in EGUS in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 19 funds tracked by Wall St. Rank hold EGUS as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares ESG Aware MSCI USA Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,955 iShares ESG Aware MSCI USA Growth ETF shares in Q4 2025, an estimated $206K.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware MSCI USA Growth ETF in Q3 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares ESG Aware MSCI USA Growth ETF position peaked at $206K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Growth ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.