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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,776
Closed -$265K 86
2024
Q4
$265K Sell
3,776
-3,235
-46% -$227K 0.07% 85
2024
Q3
$547K Hold
7,011
0.14% 66
2024
Q2
$509K Buy
7,011
+1,127
+19% +$81.9K 0.14% 68
2024
Q1
$437K Sell
5,884
-90
-2% -$6.68K 0.12% 72
2023
Q4
$419K Buy
5,974
+2,607
+77% +$183K 0.12% 71
2023
Q3
$217K Buy
3,367
+82
+2% +$5.28K 0.07% 88
2023
Q2
$222K Buy
3,285
+109
+3% +$7.36K 0.07% 90
2023
Q1
$212K Buy
+3,176
New +$212K 0.07% 86