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Spire Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Spire Wealth Management’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-797
Closed -$36.7K – 2305
2025
Q4 		$36.7K Buy
+797
New +$36.3K ﹤0.01% 1274
2024
Q3 		– Sell
-915
Closed -$35.2K – 2199
2024
Q2 		$35.2K Buy
915
+281
+44% +$10.8K ﹤0.01% 1239
2024
Q1 		$25.5K Hold
634
– – ﹤0.01% 1431
2023
Q4 		$23.4K Sell
634
-480
-43% -$16.4K ﹤0.01% 1478
2023
Q3 		$37.5K Buy
1,114
+431
+63% +$15.3K ﹤0.01% 1274
2023
Q2 		$24.2K Buy
683
+663
+3,315% +$22.4K ﹤0.01% 1509
2023
Q1 		$680 Buy
+20
New +$698 ﹤0.01% 2437
2021
Q3 		– Sell
-370
Closed -$15K – 2586
2021
Q2 		$15K Buy
+370
New +$14.7K ﹤0.01% 1982

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Spire Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 797 shares — an estimated $36.7K sold.

Spire Wealth Management first reported a position in ESML in Q2 2021 and held it in 8 quarters. The position peaked at $37.5K in Q3 2023. 449 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Spire Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 797 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $36.7K.
  • Spire Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 8 quarters.
  • Spire Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $37.5K in Q3 2023.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

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