ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

Spire Wealth Management's Holding History (CIK: 0001858740)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,975 Value ($000) $247 Avg Close Range
Q3 2025
Shares 82,896 Value ($000) $3,284 Avg Close Range
Q2 2025
Shares 89,011 Value ($000) $3,239 Avg Close Range
Q1 2025
Shares 113,210 Value ($000) $4,108 Avg Close Range
Q4 2024
Shares 115,192 Value ($000) $4,003 Avg Close Range
Q3 2024
Shares 116,118 Value ($000) $4,113 Avg Close Range
Q2 2024
Shares 122,540 Value ($000) $4,330 Avg Close Range
Q1 2024
Shares 153,980 Value ($000) $31,783 Avg Close Range
Q4 2023
Shares 117,923 Value ($000) $3,738 Avg Close Range
Q3 2023
Shares 119,776 Value ($000) $3,605 Avg Close Range
Q2 2023
Shares 118,976 Value ($000) $3,688 Avg Close Range
Q1 2023
Shares 110,959 Value ($000) $3,270 Avg Close Range
Q4 2022
Shares 141,435 Value ($000) $4 Avg Close Range
Q3 2022
Shares 147,542 Value ($000) $4,410 Avg Close Range
Q2 2022
Shares 193,494 Value ($000) $6,157 Avg Close Range
Q1 2022
Shares 288,641 Value ($000) $9,813 Avg Close Range
Q4 2021
Shares 283,555 Value ($000) $10,029 Avg Close Range
Q3 2021
Shares 282,897 Value ($000) $9,729 Avg Close Range
Q2 2021
Shares 282,228 Value ($000) $9,870 Avg Close Range
Q1 2021
Shares 197,064 Value ($000) $6,495 Avg Close Range