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Meridian Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Meridian Wealth Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Hold
2,590
– – 0.03% 198
2026
Q1 		$237K Hold
2,590
– – 0.03% 180
2025
Q4 		$223K Hold
2,590
– – 0.03% 173
2025
Q3 		$220K Sell
2,590
-800
-24% -$67.5K 0.03% 174
2025
Q2 		$285K Hold
3,390
– – 0.05% 153
2025
Q1 		$264K Hold
3,390
– – 0.04% 152
2024
Q4 		$240K Hold
3,390
– – 0.04% 161
2024
Q3 		$260K Hold
3,390
– – 0.04% 157
2024
Q2 		$235K Hold
3,390
– – 0.04% 162
2024
Q1 		$240K Hold
3,390
– – 0.05% 162
2023
Q4 		$235K Hold
3,390
– – 0.05% 160
2023
Q3 		$221K Hold
3,390
– – 0.06% 166
2023
Q2 		$229K Hold
3,390
– – 0.06% 165
2023
Q1 		$229K Sell
3,390
-400
-11% -$26.3K 0.06% 169
2022
Q4 		$241K Sell
3,790
-300
-7% -$18.3K 0.06% 167
2022
Q3 		$233K Hold
4,090
– – 0.07% 167
2022
Q2 		$259K Sell
4,090
-150
-4% -$10.1K 0.07% 168
2022
Q1 		$306K Sell
4,240
-682
-14% -$49.5K 0.07% 164
2021
Q4 		$378K Buy
4,922
+4
+0.1% +$305 0.09% 143
2021
Q3 		$370K Hold
4,918
– – 0.1% 140
2021
Q2 		$371K Buy
4,918
+1,683
+52% +$127K 0.11% 141
2021
Q1 		$236K Sell
3,235
-600
-16% -$44K 0.08% 158
2020
Q4 		$282K Sell
3,835
-120
-3% -$8.46K 0.1% 143
2020
Q3 		$269K Sell
3,955
-53,369
-93% -$3.63M 0.12% 136
2020
Q2 		$3.79M Sell
57,324
-3,221
-5% -$209K 1.75% 13
2020
Q1 		$3.76M Sell
60,545
-19,666
-25% -$1.38M 2.08% 10
2019
Q4 		$5.98M Buy
80,211
+6,101
+8% +$455K 2.36% 10
2019
Q3 		$5.43M Buy
74,110
+4,833
+7% +$350K 2.32% 9
2019
Q2 		$5.03M Buy
69,277
+3,190
+5% +$229K 3.51% 5
2019
Q1 		$4.76M Buy
+66,087
New +$4.63M 3.47% 5

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Meridian Wealth Advisors's EFAV Position: Q2 2026 in Review

Meridian Wealth Advisors held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 2,590 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #198.

Meridian Wealth Advisors first reported a position in EFAV in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.98M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Meridian Wealth Advisors held 2,590 shares of iShares MSCI EAFE Min Vol Factor ETF worth $227K as of Q2 2026.
  • Meridian Wealth Advisors left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Meridian Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • Meridian Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.98M in Q4 2019.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.