MF
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Meridian Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Meridian Financial’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
5,013
+115
+2% +$11.8K 0.25% 76
2026
Q1 		$476K Buy
4,898
+250
+5% +$25K 0.26% 74
2025
Q4 		$446K Buy
4,648
+16
+0.3% +$1.52K 0.24% 80
2025
Q3 		$432K Hold
4,632
– – 0.24% 77
2025
Q2 		$414K Buy
4,632
+17
+0.4% +$1.45K 0.27% 70
2025
Q1 		$377K Sell
4,615
-1
-0% -$81 0.26% 72
2024
Q4 		$349K Buy
4,616
+13
+0.3% +$1.03K 0.24% 75
2024
Q3 		$385K Hold
4,603
– – 0.26% 72
2024
Q2 		$361K Buy
4,603
+16
+0.3% +$1.27K 0.26% 71
2024
Q1 		$366K Sell
4,587
-321
-7% -$24.6K 0.27% 69
2023
Q4 		$370K Buy
4,908
+11
+0.2% +$777 0.29% 64
2023
Q3 		$338K Hold
4,897
– – 0.31% 61
2023
Q2 		$355K Buy
4,897
+15
+0.3% +$1.09K 0.32% 60
2023
Q1 		$349K Buy
4,882
+65
+1% +$4.55K 0.34% 60
2022
Q4 		$316K Buy
4,817
+3
+0.1% +$188 0.33% 61
2022
Q3 		$270K Buy
4,814
+50
+1% +$3.12K 0.31% 64
2022
Q2 		$298K Buy
4,764
+11
+0.2% +$749 0.34% 65
2022
Q1 		$350K Buy
4,753
+16
+0.3% +$1.2K 0.36% 57
2021
Q4 		$373K Buy
+4,737
New +$375K 0.35% 60

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Meridian Financial's EFA Position: Q2 2026 in Review

Meridian Financial increased its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,013 shares worth $521K. The position accounts for 0.25% of the portfolio, ranked #76.

Meridian Financial first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Meridian Financial held 5,013 shares of iShares MSCI EAFE ETF worth $521K as of Q2 2026.
  • Meridian Financial bought 115 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11.8K.
  • iShares MSCI EAFE ETF made up 0.25% of Meridian Financial's portfolio in Q2 2026, its #76 holding.
  • Meridian Financial first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.