Meridian Financial Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Meridian Financial Partners’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
2025 Q3	$584K	Sell
2025 Q2	$588K	Buy
2025 Q1	$452K	Buy
2024 Q4	$388K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Buy