Guerra Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Guerra Advisors’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$322	Buy	+7	New	+$304	﹤0.01%	831

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guerra Advisors's ESML Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2025: 7 shares worth $322. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

392 funds tracked by Wall St. Rank hold ESML as of Q3 2025.

Guerra Advisors held 7 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $322 as of Q3 2025.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Guerra Advisors position in Q3 2025.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #831 holding.
392 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2025.

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