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

Meridian Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+3,698	New	+$193K	0.01%	796
2024 Q4	–	Sell	-6,599	Closed	-$240K	–	639
2024 Q3	$240K	Sell	6,599 -459	-7%	-$15.7K	0.01%	573
2024 Q2	$237K	Buy	+7,058	New	+$232K	0.03%	259
2024 Q1	–	Sell	-11,741	Closed	-$376K	–	292
2023 Q4	$376K	Buy	+11,741	New	+$362K	0.02%	437

Other funds holding ESGE

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meridian Wealth Management's ESGE Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 3,698 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in ESGE as recently as Q3 2024.

Meridian Wealth Management first reported a position in ESGE in Q4 2023 and has held it in 4 quarters since. The position peaked at $376K in Q4 2023. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Meridian Wealth Management held 3,698 shares of iShares ESG Aware MSCI EM ETF worth $202K as of Q2 2026.
iShares ESG Aware MSCI EM ETF was a new Meridian Wealth Management position in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #796 holding.
Meridian Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2023 and has held it in 4 quarters since.
Meridian Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $376K in Q4 2023.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.