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
2026 Q2	$774K	Buy	4,669 +255	+6%	+$40.3K	0.26%	65
2026 Q1	$633K	Buy	4,414 +98	+2%	+$14.5K	0.24%	71
2025 Q4	$644K	Buy	4,316 +349	+9%	+$51.6K	0.25%	65
2025 Q3	$584K	Sell	3,967 -377	-9%	-$52.8K	0.24%	65
2025 Q2	$588K	Buy	4,344 +638	+17%	+$79.6K	0.28%	64
2025 Q1	$452K	Buy	3,706 +691	+23%	+$89K	0.23%	69
2024 Q4	$388K	Buy	+3,015	New	+$391K	0.2%	71
2023 Q3	–	Sell	-2,084	Closed	-$208K	–	58
2023 Q2	$208K	Buy	+2,084	New	+$192K	0.13%	81

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meridian Financial Partners's ESGU Position: Q2 2026 in Review

Meridian Financial Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 4,669 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #65.

Meridian Financial Partners first reported a position in ESGU in Q2 2023 and has held it in 8 quarters since. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Meridian Financial Partners held 4,669 shares of iShares ESG Aware MSCI USA ETF worth $774K as of Q2 2026.
Meridian Financial Partners bought 255 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $40.3K.
iShares ESG Aware MSCI USA ETF made up 0.26% of Meridian Financial Partners's portfolio in Q2 2026, its #65 holding.
Meridian Financial Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 8 quarters since.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.