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Spire Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Spire Wealth Management’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
Q2 		$745K Sell
4,552
-321
-7% -$50.8K 0.02% 451
2026
Q1 		$689K Sell
4,873
-345
-7% -$51K 0.02% 463
2025
Q4 		$777K Buy
5,218
+1
+0% +$148 0.03% 445
2025
Q3 		$760K Hold
5,217
– – 0.03% 432
2025
Q2 		$706K Sell
5,217
-201
-4% -$25.1K 0.03% 436
2025
Q1 		$661K Sell
5,418
-65
-1% -$8.37K 0.02% 500
2024
Q4 		$706K Sell
5,483
-610
-10% -$79K 0.02% 475
2024
Q3 		$769K Sell
6,093
-133
-2% -$16.1K 0.03% 433
2024
Q2 		$743K Sell
6,226
-9,036
-59% -$1.04M 0.03% 405
2024
Q1 		$1.75M Sell
15,262
-3,744
-20% -$410K 0.03% 270
2023
Q4 		$2.02M Sell
19,006
-632
-3% -$61.9K 0.07% 240
2023
Q3 		$1.84M Buy
19,638
+1,297
+7% +$127K 0.07% 232
2023
Q2 		$1.79M Sell
18,341
-4,112
-18% -$380K 0.07% 251
2023
Q1 		$2.03M Sell
22,453
-6,320
-22% -$559K 0.08% 227
2022
Q4 		$2.44M Buy
28,773
+10,644
+59% +$908K 0.14% 138
2022
Q3 		$1.44M Sell
18,129
-20,045
-53% -$1.78M 0.09% 165
2022
Q2 		$3.2M Sell
38,174
-2,380
-6% -$217K 0.13% 153
2022
Q1 		$4.11M Buy
40,554
+16,989
+72% +$1.7M 0.11% 175
2021
Q4 		$2.54M Sell
23,565
-4,556
-16% -$478K 0.06% 271
2021
Q3 		$2.77M Buy
28,121
+4,350
+18% +$441K 0.07% 234
2021
Q2 		$2.34M Buy
23,771
+1,959
+9% +$187K 0.06% 268
2021
Q1 		$1.98M Buy
+21,812
New +$1.94M 0.05% 283

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.6% in Q2 2026, selling an estimated $50.8K and leaving 4,552 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #451.

Spire Wealth Management first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.11M in Q1 2022. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Spire Wealth Management held 4,552 shares of iShares ESG Aware MSCI USA ETF worth $745K as of Q2 2026.
  • Spire Wealth Management sold 321 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $50.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #451 holding.
  • Spire Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.11M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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