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ESGUESGU
24 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES TRUST ISHARES ESG AW

Merit Financial Group, LLC holds 51,721 shares of ESGU (ISHARES TRUST ISHARES ESG AW), worth $8.5M as of 2026-Q2. The position was increased (+4.4% shares). ESGU represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$8.5M

Current Shares

51,721

Total Value Change

+$8M

Total Shares Change

+46,121

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
51,721
+4.4%
$8.5M0.1%$163.67
29
2026-Q1
Increased
49,522
+10.5%
$7M0.1%$147.94
30
2025-Q4
Increased
44,834
+11.4%
$6.7M0.1%$150.14
30
2025-Q3
Increased
40,234
+11.0%
$5.9M0.1%$144.75
30
2025-Q2
Increased
36,249
+8.0%
$4.9M0.1%$133.58
29
2025-Q1
Increased
33,554
+14.7%
$4.1M0.1%$120.25
31
2024-Q4
Increased
29,258
+13.3%
$3.8M0.1%$127.98
30
2024-Q3
Decreased
25,829
-10.7%
$3.3M0.1%$123.95
0
2024-Q2
Decreased
28,933
-2.7%
$3.5M0.1%$117.28
0
2024-Q1
Decreased
29,730
-72.3%
$3.3M0.1%$112.71
0
2023-Q4
Increased
107,497
+0.2%
$11.3M0.3%$102.52
33
2023-Q3
Decreased
107,280
-24.7%
$10.1M0.3%$91.47
0
2023-Q2
Decreased
142,490
-8.7%
$13.9M0.4%$93.43
0
2023-Q1
Decreased
156,018
-48.2%
$14.1M0.5%$86.14
0
2022-Q4
Decreased
301,309
-24.7%
$25.5M0.9%$81.50
0
2022-Q3
Decreased
400,158
-40.3%
$31.8M1.4%$77.14
0
2022-Q2
Increased
669,804
+154.4%
$56.2M1.7%$80.78
75
2022-Q1
Increased
263,277
+3566.3%
$26.7M1.6%$97.80
73
2021-Q4
Decreased
7,181
-27.9%
$775,0000.1%$102.53
0
2021-Q3
Increased
9,957
+172.7%
$980,0000.1%$93.99
48
2021-Q2
Increased
3,652
+43.3%
$360,0000.0%$92.68
32
2021-Q1
Unchanged
2,548
0.0%
$232,0000.0%$84.95
0
2020-Q4
Decreased
2,548
-54.5%
$219,0000.0%$80.20
0
2020-Q3
New
5,600
-
$427,0000.0%$70.61
33

Other major holders of ESGU: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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