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EGUS ISHARES TR

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ESG AWARE MSCI (fund)

13 managers (13 13F filers) reported a position in EGUS shares at 2025-06-30, 301,685 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
2
Added
3
Reduced
3
Sold out
2
Shares held by filers
301,685

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC180,080$8.42M0.04%-130,64613F-HRTimelineGroup
SageView Advisory Group, LLC41,397$2.02M0.08%+4,06713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,537$1.05M<0.01%+1,98513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,353$1.05M<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,737$642K0.01%-64313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,147$521K0.01%+2,45113F-HRTimelineGroup
Serenus Wealth Advisors, LLC8,767$410K0.07%013F-HRTimeline
Front Row Advisors LLC680$31.8K0.01%013F-HRTimeline
Larson Financial Group LLC620$29K<0.01%new13F-HRTimeline
BFSG, LLC355$16.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$94<0.01%-3,79213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10$00%013F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.