Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
12,441
+19
| +0.2% | +$744 | 0.07% | 65 |
|
|
2025
Q1 | $434K | Sell |
12,422
-1,799
| -13% | -$62.9K | 0.07% | 66 |
|
|
2024
Q4 | $475K | Sell |
14,221
-834
| -6% | -$27.8K | 0.07% | 64 |
|
|
2024
Q3 | $548K | Sell |
15,055
-3,096
| -17% | -$113K | 0.09% | 57 |
|
|
2024
Q2 | $609K | Buy |
18,151
+1,265
| +7% | +$42.4K | 0.11% | 51 |
|
|
2024
Q1 | $544K | Buy |
16,886
+728
| +5% | +$23.5K | 0.1% | 51 |
|
|
2023
Q4 | $518K | Buy |
16,158
+1,596
| +11% | +$51.2K | 0.1% | 55 |
|
|
2023
Q3 | $441K | Buy |
14,562
+1,188
| +9% | +$36K | 0.09% | 53 |
|
|
2023
Q2 | $423K | Buy |
13,374
+3,472
| +35% | +$110K | 0.09% | 54 |
|
|
2023
Q1 | $312K | Buy |
9,902
+1,384
| +16% | +$43.6K | 0.07% | 63 |
|
|
2022
Q4 | $256K | Sell |
8,518
-1,183
| -12% | -$35.6K | 0.06% | 71 |
|
|
2022
Q3 | $268K | Buy |
9,701
+695
| +8% | +$19.2K | 0.07% | 64 |
|
|
2022
Q2 | $291K | Buy |
9,006
+59
| +0.7% | +$1.91K | 0.07% | 60 |
|
|
2022
Q1 | $329K | Buy |
8,947
+1,857
| +26% | +$68.3K | 0.07% | 57 |
|
|
2021
Q4 | $282K | Buy |
7,090
+1,616
| +30% | +$64.3K | 0.06% | 66 |
|
|
2021
Q3 | $227K | Sell |
5,474
-93,863
| -94% | -$3.89M | 0.05% | 70 |
|
|
2021
Q2 | $4.49M | Buy |
99,337
+1,095
| +1% | +$49.4K | 1.05% | 15 |
|
|
2021
Q1 | $4.26M | Buy |
+98,242
| New | +$4.26M | 1.28% | 14 |
|