Meridian Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $495K | Sell |
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|
2025
Q2 | $487K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | $4.25M | Buy |
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