Meridian Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Meridian Wealth Advisors’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
2022 Q1	–	Sell	-2,564	Closed	-$202K	–	214
2021 Q4	$202K	Buy	+2,564	New	+$203K	0.05%	193
2020 Q3	–	Sell	-4,965	Closed	-$302K	–	167
2020 Q2	$302K	Buy	4,965 +796	+19%	+$46K	0.14%	121
2020 Q1	$223K	Buy	+4,169	New	+$265K	0.12%	125
2019 Q1	–	Sell	-7,028	Closed	-$413K	–	204
2018 Q4	$413K	Buy	+7,028	New	+$439K	0.32%	66

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Advisors's EFA Position: Q1 2022 in Review

Meridian Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2022, closing a stake of 2,564 shares — an estimated $202K sold.

Meridian Wealth Advisors first reported a position in EFA in Q4 2018 and held it in 4 quarters. The position peaked at $413K in Q4 2018. 1,729 funds tracked by Wall St. Rank hold EFA as of Q1 2022.

Meridian Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 2,564 iShares MSCI EAFE ETF shares in Q1 2022, an estimated $202K.
Meridian Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 4 quarters.
Meridian Wealth Advisors's iShares MSCI EAFE ETF position peaked at $413K in Q4 2018.
1,729 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2022.

Based on Meridian Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.