Meridian Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,599	Closed	-$240K	–	639
2024 Q3	$240K	Sell	6,599 -459	-7%	-$16.7K	0.01%	573
2024 Q2	$237K	Buy	+7,058	New	+$237K	0.03%	259
2024 Q1	–	Sell	-11,741	Closed	-$376K	–	292
2023 Q4	$376K	Buy	+11,741	New	+$376K	0.02%	437