Merit Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Merit Financial Group’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	$1.85M	Sell	33,860 -5,706	-14%	-$298K	0.01%	782
2026 Q1	$1.8M	Buy	39,566 +5,545	+16%	+$262K	0.01%	719
2025 Q4	$1.5M	Buy	34,021 +14,805	+77%	+$653K	0.01%	757
2025 Q3	$834K	Buy	19,216 +2,789	+17%	+$114K	0.01%	938
2025 Q2	$643K	Buy	16,427 +5,860	+55%	+$212K	0.01%	981
2025 Q1	$369K	Buy	+10,567	New	+$368K	0.01%	1053
2022 Q4	–	Sell	-48,698	Closed	-$1.35M	–	702
2022 Q3	$1.35M	Sell	48,698 -137,195	-74%	-$4.28M	0.06%	207
2022 Q2	$6.01M	Buy	185,893 +49,491	+36%	+$1.68M	0.19%	78
2022 Q1	$5.01M	Buy	+136,402	New	+$5.24M	0.3%	53

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merit Financial Group's ESGE Position: Q2 2026 in Review

Merit Financial Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2026, selling an estimated $298K and leaving 33,860 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #782.

Merit Financial Group first reported a position in ESGE in Q1 2022 and has held it in 9 quarters since. The position peaked at $6.01M in Q2 2022. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Merit Financial Group held 33,860 shares of iShares ESG Aware MSCI EM ETF worth $1.85M as of Q2 2026.
Merit Financial Group sold 5,706 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $298K.
iShares ESG Aware MSCI EM ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #782 holding.
Merit Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 9 quarters since.
Merit Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $6.01M in Q2 2022.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.