Meridian Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Meridian Investment Counsel’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	$449K	Hold	4,323	–	–	0.1%	173
2026 Q1	$420K	Hold	4,323	–	–	0.1%	175
2025 Q4	$415K	Hold	4,323	–	–	0.1%	169
2025 Q3	$404K	Hold	4,323	–	–	0.1%	166
2025 Q2	$386K	Hold	4,323	–	–	0.11%	159
2025 Q1	$353K	Hold	4,323	–	–	0.1%	161
2024 Q4	$327K	Sell	4,323 -1,500	-26%	-$119K	0.1%	168
2024 Q3	$487K	Sell	5,823 -3,929	-40%	-$316K	0.15%	138
2024 Q2	$764K	Hold	9,752	–	–	0.24%	107
2024 Q1	$779K	Hold	9,752	–	–	0.26%	97
2023 Q4	$735K	Sell	9,752 -300	-3%	-$21.2K	0.25%	98
2023 Q3	$693K	Buy	10,052 +196	+2%	+$14K	0.26%	98
2023 Q2	$715K	Buy	9,856 +50	+0.5%	+$3.63K	0.25%	96
2023 Q1	$701K	Hold	9,806	–	–	0.27%	95
2022 Q4	$644K	Hold	9,806	–	–	0.26%	102
2022 Q3	$549K	Buy	9,806 +4	+0%	+$249	0.24%	105
2022 Q2	$613K	Hold	9,802	–	–	0.25%	102
2022 Q1	$721K	Hold	9,802	–	–	0.25%	102
2021 Q4	$771K	Buy	9,802 +3,929	+67%	+$311K	0.26%	100
2021 Q3	$458K	Sell	5,873 -150	-2%	-$12K	0.17%	128
2021 Q2	$475K	Buy	6,023 +17	+0.3%	+$1.35K	0.17%	128
2021 Q1	$456K	Hold	6,006	–	–	0.18%	120
2020 Q4	$438K	Hold	6,006	–	–	0.18%	116
2020 Q3	$382K	Hold	6,006	–	–	0.19%	113
2020 Q2	$366K	Hold	6,006	–	–	0.19%	113
2020 Q1	$321K	Hold	6,006	–	–	0.21%	111
2019 Q4	$417K	Hold	6,006	–	–	0.21%	112
2019 Q3	$392K	Hold	6,006	–	–	0.21%	113
2019 Q2	$395K	Hold	6,006	–	–	0.22%	111
2019 Q1	$390K	Hold	6,006	–	–	0.23%	109
2018 Q4	$353K	Buy	6,006 +11	+0.2%	+$687	0.23%	108
2018 Q3	$408K	Hold	5,995	–	–	0.22%	107
2018 Q2	$401K	Buy	5,995 +20	+0.3%	+$1.4K	0.23%	113
2018 Q1	$416K	Buy	5,975 +2,698	+82%	+$192K	0.24%	106
2017 Q4	$230K	Hold	3,277	–	–	0.12%	159
2017 Q3	$224K	Hold	3,277	–	–	0.13%	156
2017 Q2	$214K	Hold	3,277	–	–	0.13%	161
2017 Q1	$204K	Buy	+3,277	New	+$198K	0.13%	163

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meridian Investment Counsel's EFA Position: Q2 2026 in Review

Meridian Investment Counsel held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,323 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #173.

Meridian Investment Counsel first reported a position in EFA in Q1 2017 and has held it in 38 quarters since. The position peaked at $779K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Meridian Investment Counsel held 4,323 shares of iShares MSCI EAFE ETF worth $449K as of Q2 2026.
Meridian Investment Counsel left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.1% of Meridian Investment Counsel's portfolio in Q2 2026, its #173 holding.
Meridian Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 38 quarters since.
Meridian Investment Counsel's iShares MSCI EAFE ETF position peaked at $779K in Q1 2024.
1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.