Spire Wealth Management’s iShares MSCI Russia ETF ERUS Stock Holding History

Spire Wealth Management’s Portfolio ERUS Stock Details ERUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,510	Closed	-$28K	–	2896
2022 Q1	$28K	Buy	3,510 +2,510	+251%	+$89.9K	﹤0.01%	1676
2021 Q4	$43K	Hold	1,000	–	–	﹤0.01%	1806
2021 Q3	$48K	Hold	1,000	–	–	﹤0.01%	1496
2021 Q2	$44K	Buy	1,000 +275	+38%	+$11.5K	﹤0.01%	1534
2021 Q1	$29K	Buy	+725	New	+$28.2K	﹤0.01%	1990

Other funds holding ERUS

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

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

HTI

Hikari Tsushin Inc Tokyo, Japan $1.45B AUM 3.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spire Wealth Management's ERUS Position: Q2 2022 in Review

Spire Wealth Management sold out of iShares MSCI Russia ETF (ERUS) in Q2 2022, closing a stake of 3,510 shares — an estimated $28K sold.

Spire Wealth Management first reported a position in ERUS in Q1 2021 and held it in 5 quarters. The position peaked at $48K in Q3 2021. 39 funds tracked by Wall St. Rank hold ERUS as of Q2 2022.

Spire Wealth Management reported no remaining iShares MSCI Russia ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 3,510 iShares MSCI Russia ETF shares in Q2 2022, an estimated $28K.
Spire Wealth Management first reported a position in iShares MSCI Russia ETF in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's iShares MSCI Russia ETF position peaked at $48K in Q3 2021.
39 funds tracked by Wall St. Rank held iShares MSCI Russia ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.