Spire Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111K	Buy	2,038 +59	+3%	+$3.08K	﹤0.01%	946
2026 Q1	$90K	Sell	1,979 -642	-24%	-$30.4K	﹤0.01%	998
2025 Q4	$116K	Buy	2,621 +1,586	+153%	+$69.9K	﹤0.01%	945
2025 Q3	$44.9K	Buy	1,035 +67	+7%	+$2.73K	﹤0.01%	1274
2025 Q2	$37.9K	Buy	968 +883	+1,039%	+$32K	﹤0.01%	1298
2025 Q1	$2.97K	Hold	85	–	–	﹤0.01%	2189
2024 Q4	$2.84K	Sell	85 -561	-87%	-$19.8K	﹤0.01%	2177
2024 Q3	$23.5K	Sell	646 -783	-55%	-$26.7K	﹤0.01%	1391
2024 Q2	$47.9K	Sell	1,429 -2,381	-62%	-$78.4K	﹤0.01%	1137
2024 Q1	$123K	Sell	3,810 -246	-6%	-$7.75K	﹤0.01%	925
2023 Q4	$124K	Sell	4,056 -1,286	-24%	-$39.7K	﹤0.01%	937
2023 Q3	$162K	Sell	5,342 -503	-9%	-$15.9K	0.01%	775
2023 Q2	$185K	Buy	5,845 +587	+11%	+$18.4K	0.01%	748
2023 Q1	$166K	Buy	5,258 +2,228	+74%	+$70.6K	0.01%	792
2022 Q4	$91K	Sell	3,030 -4,376	-59%	-$128K	0.01%	780
2022 Q3	$205K	Sell	7,406 -11,466	-61%	-$358K	0.01%	525
2022 Q2	$610K	Sell	18,872 -15,354	-45%	-$521K	0.03%	425
2022 Q1	$1.26M	Sell	34,226 -8,553	-20%	-$328K	0.03%	343
2021 Q4	$1.7M	Sell	42,779 -9,912	-19%	-$409K	0.04%	339
2021 Q3	$2.15M	Sell	52,691 -2,189	-4%	-$93.6K	0.06%	269
2021 Q2	$2.46M	Buy	54,880 +3,903	+8%	+$173K	0.07%	257
2021 Q1	$2.21M	Buy	+50,977	New	+$2.27M	0.06%	259

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Spire Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3% in Q2 2026, buying an estimated $3.08K and bringing the position to 2,038 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Spire Wealth Management first reported a position in ESGE in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.46M in Q2 2021. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Spire Wealth Management held 2,038 shares of iShares ESG Aware MSCI EM ETF worth $111K as of Q2 2026.
Spire Wealth Management bought 59 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.08K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #946 holding.
Spire Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $2.46M in Q2 2021.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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