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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$588K	Buy	4,344 +638	+17%	+$86.4K	0.28%	64
2025 Q1	$452K	Buy	3,706 +691	+23%	+$84.3K	0.23%	69
2024 Q4	$388K	Buy	+3,015	New	+$388K	0.2%	71
2023 Q3	–	Sell	-2,084	Closed	-$208K	–	58
2023 Q2	$208K	Buy	+2,084	New	+$208K	0.13%	81