Spire Wealth Management
ESGU icon

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
Q3 		$759K Sell
4,551
-1
-0% -$166 0.02% 440
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% -$16.2K 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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Spire Wealth Management's ESGU Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q3 2026, selling an estimated $166 and leaving 4,551 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #440.

Spire Wealth Management first reported a position in ESGU in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.11M in Q1 2022. 407 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Spire Wealth Management held 4,551 shares of iShares ESG Aware MSCI USA ETF worth $759K as of Q3 2026.
  • Spire Wealth Management sold 1 iShares ESG Aware MSCI USA ETF share in Q3 2026, an estimated $166.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #440 holding.
  • Spire Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.11M in Q1 2022.
  • 407 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.