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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Meridian Wealth Partners's ESGE Position: Q1 2026 in Review

Meridian Wealth Partners reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4% in Q1 2026, selling an estimated $19.2K and leaving 9,891 shares worth $450K. The position accounts for 0.06% of the portfolio, ranked #70.

Meridian Wealth Partners first reported a position in ESGE in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.49M in Q2 2021. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Meridian Wealth Partners held 9,891 shares of iShares ESG Aware MSCI EM ETF worth $450K as of Q1 2026.
  • Meridian Wealth Partners sold 407 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $19.2K.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Meridian Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • Meridian Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 21 quarters since.
  • Meridian Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $4.49M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.