Guerra Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Guerra Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.11K	Buy	+49	New	+$6.86K	﹤0.01%	356

Other funds holding ESGU

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Guerra Advisors's ESGU Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025: 49 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

776 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Guerra Advisors held 49 shares of iShares ESG Aware MSCI USA ETF worth $7.11K as of Q3 2025.
iShares ESG Aware MSCI USA ETF was a new Guerra Advisors position in Q3 2025.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #356 holding.
776 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

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