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EGUS ISHARES TR

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ESG AWARE MSCI (fund)

24 managers (24 13F filers) reported a position in EGUS shares at 2026-06-30, 414,925 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
9
Added
6
Reduced
3
Sold out
2
Shares held by filers
414,925

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Lido Advisors, LLCin group Lido Advisors, LLC160,044$9.35M0.03%-4,38413F-HRTimelineGroup
Perigon Wealth Management, LLC42,276$2.47M0.04%+3,94713F-HRTimeline
SageView Advisory Group, LLC41,256$2.41M0.08%+4813F-HRTimeline
Creative Planningin group Creative Planning41,256$2.41M<0.01%+4813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,519$1.81M<0.01%-2,56413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,395$1.02M<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,083$940K0.02%+11,18413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,907$520K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,888$519K0.01%013F-HRTimelineGroup
J. Mark Nickell & Co.8,413$491K0.39%+1,19313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,966$465K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC5,950$348K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.5,184$303K0.05%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,506$263K<0.01%-3613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,060$237K<0.01%new13F-HR/ATimeline
Prosperity Planning, Inc.4,044$236K0.05%new13F-HRTimeline
IFP Advisors, Inc2,745$160K<0.01%013F-HRTimeline
Larson Financial Group LLC2,392$140K<0.01%+74013F-HRTimeline
Front Row Advisors LLC680$40K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC481$28.1K<0.01%new13F-HRTimeline
BFSG, LLC450$26.3K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.352$20.6K0.02%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC70$4.09K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC8$467<0.01%new13F-HRTimeline