ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 5,218 Value ($000) $777 Avg Close — Range —
Q3 2025
Shares 5,217 Value ($000) $760 Avg Close — Range —
Q2 2025
Shares 5,217 Value ($000) $706 Avg Close — Range —
Q1 2025
Shares 5,418 Value ($000) $661 Avg Close — Range —
Q4 2024
Shares 5,483 Value ($000) $706 Avg Close — Range —
Q3 2024
Shares 6,093 Value ($000) $769 Avg Close — Range —
Q2 2024
Shares 6,226 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 15,262 Value ($000) $1,754 Avg Close — Range —
Q4 2023
Shares 19,006 Value ($000) $2,020 Avg Close — Range —
Q3 2023
Shares 19,638 Value ($000) $1,844 Avg Close — Range —
Q2 2023
Shares 18,341 Value ($000) $1,788 Avg Close — Range —
Q1 2023
Shares 22,453 Value ($000) $2,031 Avg Close — Range —
Q4 2022
Shares 28,773 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 18,129 Value ($000) $1,440 Avg Close — Range —
Q2 2022
Shares 38,174 Value ($000) $3,203 Avg Close — Range —
Q1 2022
Shares 40,554 Value ($000) $4,110 Avg Close — Range —
Q4 2021
Shares 23,565 Value ($000) $2,543 Avg Close — Range —
Q3 2021
Shares 28,121 Value ($000) $2,769 Avg Close — Range —
Q2 2021
Shares 23,771 Value ($000) $2,343 Avg Close — Range —
Q1 2021
Shares 21,812 Value ($000) $1,982 Avg Close — Range —