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

Meridian Wealth Partners’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 		$538K Sell
9,831
-60
-0.6% -$3.14K 0.07% 64
2026
Q1 		$450K Sell
9,891
-407
-4% -$19.2K 0.06% 70
2025
Q4 		$455K Sell
10,298
-1,112
-10% -$49K 0.06% 66
2025
Q3 		$495K Sell
11,410
-1,031
-8% -$42.1K 0.07% 58
2025
Q2 		$487K Buy
12,441
+19
+0.2% +$688 0.07% 65
2025
Q1 		$434K Sell
12,422
-1,799
-13% -$62.6K 0.07% 66
2024
Q4 		$475K Sell
14,221
-834
-6% -$29.4K 0.07% 64
2024
Q3 		$548K Sell
15,055
-3,096
-17% -$106K 0.09% 57
2024
Q2 		$609K Buy
18,151
+1,265
+7% +$41.7K 0.11% 51
2024
Q1 		$544K Buy
16,886
+728
+5% +$22.9K 0.1% 51
2023
Q4 		$518K Buy
16,158
+1,596
+11% +$49.2K 0.1% 55
2023
Q3 		$441K Buy
14,562
+1,188
+9% +$37.6K 0.09% 53
2023
Q2 		$423K Buy
13,374
+3,472
+35% +$109K 0.09% 54
2023
Q1 		$312K Buy
9,902
+1,384
+16% +$43.9K 0.07% 63
2022
Q4 		$256K Sell
8,518
-1,183
-12% -$34.7K 0.06% 71
2022
Q3 		$268K Buy
9,701
+695
+8% +$21.7K 0.07% 64
2022
Q2 		$291K Buy
9,006
+59
+0.7% +$2K 0.07% 60
2022
Q1 		$329K Buy
8,947
+1,857
+26% +$71.3K 0.07% 57
2021
Q4 		$282K Buy
7,090
+1,616
+30% +$66.6K 0.06% 66
2021
Q3 		$227K Sell
5,474
-93,863
-94% -$4.01M 0.05% 70
2021
Q2 		$4.49M Buy
99,337
+1,095
+1% +$48.5K 1.05% 15
2021
Q1 		$4.25M Buy
+98,242
New +$4.37M 1.28% 14

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Meridian Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.61% in Q2 2026, selling an estimated $3.14K and leaving 9,831 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #64.

Meridian Wealth Partners first reported a position in ESGE in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.49M in Q2 2021. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Meridian Wealth Partners held 9,831 shares of iShares ESG Aware MSCI EM ETF worth $538K as of Q2 2026.
  • Meridian Wealth Partners sold 60 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $3.14K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Meridian Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Meridian Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 22 quarters since.
  • Meridian Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $4.49M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.