Meridian Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $842K | Sell |
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|
2025
Q2 | $819K | Sell |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $850K | Sell |
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|
2024
Q3 | $849K | Buy |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $872K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $891K | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $267K | Buy |
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