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Spire Wealth Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Spire Wealth Management’s Portfolio ESG Stock Details ESG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19
Closed -$3.06K – 2304
2025
Q4 		$3.06K Hold
19
– – ﹤0.01% 2008
2025
Q3 		$2.98K Hold
19
– – ﹤0.01% 2078
2025
Q2 		$2.83K Buy
+19
New +$2.6K ﹤0.01% 2099

Other funds holding ESG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's ESG Position: Q1 2026 in Review

Spire Wealth Management sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q1 2026, closing a stake of 19 shares — an estimated $3.06K sold.

Spire Wealth Management first reported a position in ESG in Q2 2025 and held it in 3 quarters. The position peaked at $3.06K in Q4 2025. 51 funds tracked by Wall St. Rank hold ESG as of Q1 2026.

  • Spire Wealth Management reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 19 FlexShares STOXX US ESG Select Index Fund shares in Q1 2026, an estimated $3.06K.
  • Spire Wealth Management first reported a position in FlexShares STOXX US ESG Select Index Fund in Q2 2025 and held it in 3 quarters.
  • Spire Wealth Management's FlexShares STOXX US ESG Select Index Fund position peaked at $3.06K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.