Vima LLC
ESGU icon

Vima LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vima LLC’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
2026
Q3 		$81.7K Hold
490
– – 0.08% 129
2026
Q2 		$80.2K Buy
+490
New +$77.5K 0.08% 128

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Vima LLC's ESGU Position: Q3 2026 in Review

Vima LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 490 shares worth $81.7K. The position accounts for 0.08% of the portfolio, ranked #129.

Vima LLC first reported a position in ESGU in Q2 2026 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Vima LLC held 490 shares of iShares ESG Aware MSCI USA ETF worth $81.7K as of Q3 2026.
  • Vima LLC left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Vima LLC's portfolio in Q3 2026, its #129 holding.
  • Vima LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.