Guerra Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Guerra Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.61K	Buy	+17	New	+$1.54K	﹤0.01%	577

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guerra Advisors's ESGD Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025: 17 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

643 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

Guerra Advisors held 17 shares of iShares ESG Aware MSCI EAFE ETF worth $1.61K as of Q3 2025.
iShares ESG Aware MSCI EAFE ETF was a new Guerra Advisors position in Q3 2025.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #577 holding.
643 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

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