Spire Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-30	Closed	-$860	–	2424
2024 Q1	$860	Hold	30	–	–	﹤0.01%	2228
2023 Q4	$800	Hold	30	–	–	﹤0.01%	2298
2023 Q3	$778	Hold	30	–	–	﹤0.01%	2294
2023 Q2	$776	Hold	30	–	–	﹤0.01%	2339
2023 Q1	$768	Hold	30	–	–	﹤0.01%	2420
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	2294
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	2167
2022 Q2	$1K	Buy	+30	New	+$902	﹤0.01%	2640
2022 Q1	–	Sell	-140	Closed	-$5K	–	3013
2021 Q4	$5K	Buy	140 +101	+259%	+$3.53K	﹤0.01%	2596
2021 Q3	$1K	Buy	+39	New	+$1.31K	﹤0.01%	2557
2021 Q2	–	Sell	-119	Closed	-$4K	–	3127
2021 Q1	$4K	Buy	+119	New	+$3.5K	﹤0.01%	2726

Other funds holding FM

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $318M AUM 16.52% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return