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Spire Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Spire Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
981
+14
+1% +$1.42K ﹤0.01% 977
2026
Q1 		$92.5K Sell
967
-940
-49% -$93K ﹤0.01% 985
2025
Q4 		$181K Buy
1,907
+1,832
+2,443% +$173K 0.01% 821
2025
Q3 		$6.97K Hold
75
– – ﹤0.01% 1880
2025
Q2 		$6.69K Sell
75
-510
-87% -$43.5K ﹤0.01% 1865
2025
Q1 		$47.8K Hold
585
– – ﹤0.01% 1298
2024
Q4 		$44.5K Hold
585
– – ﹤0.01% 1324
2024
Q3 		$49.2K Sell
585
-667
-53% -$53.9K ﹤0.01% 1137
2024
Q2 		$98.6K Sell
1,252
-1,573
-56% -$125K ﹤0.01% 897
2024
Q1 		$226K Buy
2,825
+12
+0.4% +$919 ﹤0.01% 739
2023
Q4 		$209K Sell
2,813
-967
-26% -$68.5K 0.01% 749
2023
Q3 		$261K Sell
3,780
-1,087
-22% -$78.3K 0.01% 631
2023
Q2 		$355K Buy
4,867
+1,198
+33% +$87.4K 0.01% 574
2023
Q1 		$264K Buy
3,669
+2,517
+218% +$177K 0.01% 646
2022
Q4 		$76K Sell
1,152
-425
-27% -$26.7K ﹤0.01% 834
2022
Q3 		$89K Sell
1,577
-1,880
-54% -$118K 0.01% 748
2022
Q2 		$217K Sell
3,457
-3,335
-49% -$228K 0.01% 732
2022
Q1 		$501K Sell
6,792
-688
-9% -$51.8K 0.01% 574
2021
Q4 		$594K Sell
7,480
-1,175
-14% -$93.6K 0.01% 634
2021
Q3 		$696K Buy
8,655
+3,087
+55% +$248K 0.02% 500
2021
Q2 		$440K Buy
5,568
+1,224
+28% +$97.4K 0.01% 645
2021
Q1 		$330K Buy
+4,344
New +$327K 0.01% 813

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's ESGD Position: Q2 2026 in Review

Spire Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q2 2026, buying an estimated $1.42K and bringing the position to 981 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Spire Wealth Management first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. The position peaked at $696K in Q3 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Spire Wealth Management held 981 shares of iShares ESG Aware MSCI EAFE ETF worth $101K as of Q2 2026.
  • Spire Wealth Management bought 14 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.42K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #977 holding.
  • Spire Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $696K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.