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Guerra Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Guerra Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$25.9K Buy
+227
New +$25.3K 0.01% 201

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guerra Advisors's EFG Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2025: 227 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings.

975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Guerra Advisors held 227 shares of iShares MSCI EAFE Growth ETF worth $25.9K as of Q3 2025.
  • iShares MSCI EAFE Growth ETF was a new Guerra Advisors position in Q3 2025.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #201 holding.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.