6 Meridian’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

6 Meridian’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-185,623	Closed	-$10.2M	–	460
2018 Q4	$10.2M	Buy	+185,623	New	+$10.9M	1.17%	25

Other funds holding IEFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

6 Meridian's IEFA Position: Q1 2019 in Review

6 Meridian sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 185,623 shares — an estimated $10.2M sold.

6 Meridian first reported a position in IEFA in Q4 2018 and held it in 1 quarter. The position peaked at $10.2M in Q4 2018. 921 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

6 Meridian reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
6 Meridian sold 185,623 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $10.2M.
6 Meridian first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
6 Meridian's iShares Core MSCI EAFE ETF position peaked at $10.2M in Q4 2018.
921 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on 6 Meridian's 13F filing for Q1 2019, filed 10 Apr 2019.