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Meridian Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Meridian Wealth Management’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
Q1 		$813K Sell
5,751
-121
-2% -$17.9K 0.03% 392
2025
Q4 		$875K Buy
5,872
+90
+2% +$13.3K 0.03% 375
2025
Q3 		$842K Sell
5,782
-270
-4% -$37.8K 0.03% 366
2025
Q2 		$819K Sell
6,052
-13
-0.2% -$1.62K 0.04% 342
2025
Q1 		$739K Sell
6,065
-532
-8% -$68.5K 0.04% 343
2024
Q4 		$850K Sell
6,597
-132
-2% -$17.1K 0.04% 317
2024
Q3 		$849K Buy
6,729
+226
+3% +$27.4K 0.04% 312
2024
Q2 		$776K Buy
+6,503
New +$747K 0.09% 137
2024
Q1 		– Sell
-8,307
Closed -$872K – 293
2023
Q4 		$872K Sell
8,307
-219
-3% -$21.4K 0.06% 281
2023
Q3 		$801K Sell
8,526
-612
-7% -$59.9K 0.05% 277
2023
Q2 		$891K Sell
9,138
-3,502
-28% -$323K 0.08% 221
2023
Q1 		$1.14M Sell
12,640
-2,442
-16% -$216K 0.1% 186
2022
Q4 		$1.28M Buy
15,082
+193
+1% +$16.5K 0.13% 158
2022
Q3 		$1.18M Buy
14,889
+4,929
+49% +$436K 0.13% 166
2022
Q2 		$836K Buy
9,960
+2,654
+36% +$242K 0.07% 268
2022
Q1 		$740K Buy
7,306
+240
+3% +$24K 0.08% 187
2021
Q4 		$762K Buy
7,066
+2,371
+51% +$249K 0.08% 194
2021
Q3 		$462K Buy
4,695
+1,172
+33% +$119K 0.06% 237
2021
Q2 		$347K Buy
3,523
+581
+20% +$55.6K 0.04% 282
2021
Q1 		$267K Buy
+2,942
New +$262K 0.04% 295

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meridian Wealth Management's ESGU Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q1 2026, selling an estimated $17.9K and leaving 5,751 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #392.

Meridian Wealth Management first reported a position in ESGU in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Meridian Wealth Management held 5,751 shares of iShares ESG Aware MSCI USA ETF worth $813K as of Q1 2026.
  • Meridian Wealth Management sold 121 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $17.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #392 holding.
  • Meridian Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 20 quarters since.
  • Meridian Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.28M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.