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

Meridian Wealth Management’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 Q1	$5.82M	Buy	59,947 +5,471	+10%	+$547K	0.2%	98
2025 Q4	$5.23M	Buy	54,476 +3,156	+6%	+$299K	0.18%	104
2025 Q3	$4.79M	Buy	51,320 +6,948	+16%	+$632K	0.18%	104
2025 Q2	$3.97M	Buy	44,372 +2,560	+6%	+$219K	0.17%	128
2025 Q1	$3.42M	Sell	41,812 -2,913	-7%	-$235K	0.17%	136
2024 Q4	$3.38M	Buy	44,725 +3,851	+9%	+$305K	0.16%	133
2024 Q3	$3.42M	Buy	+40,874	New	+$3.29M	0.17%	130
2024 Q2	–	Sell	-40,732	Closed	-$3.25M	–	353
2024 Q1	$3.25M	Sell	40,732 -44,052	-52%	-$3.37M	0.54%	34
2023 Q4	$6.39M	Sell	84,784 -84,802	-50%	-$5.99M	0.41%	53
2023 Q3	$11.7M	Buy	169,586 +101,577	+149%	+$7.28M	0.72%	22
2023 Q2	$4.93M	Buy	68,009 +28,403	+72%	+$2.06M	0.42%	44
2023 Q1	$2.83M	Buy	39,606 +2,365	+6%	+$165K	0.25%	95
2022 Q4	$2.44M	Buy	37,241 +8,167	+28%	+$512K	0.24%	98
2022 Q3	$1.63M	Sell	29,074 -12,130	-29%	-$756K	0.18%	124
2022 Q2	$2.58M	Buy	41,204 +7,369	+22%	+$502K	0.21%	120
2022 Q1	$2.49M	Sell	33,835 -3,722	-10%	-$278K	0.27%	84
2021 Q4	$2.96M	Buy	37,557 +1,748	+5%	+$138K	0.32%	73
2021 Q3	$2.79M	Buy	35,809 +3,311	+10%	+$265K	0.34%	64
2021 Q2	$2.56M	Buy	32,498 +605	+2%	+$48.1K	0.33%	60
2021 Q1	$2.42M	Buy	31,893 +1,057	+3%	+$79.6K	0.35%	59
2020 Q4	$2.25M	Buy	30,836 +25,376	+465%	+$1.74M	0.36%	63
2020 Q3	$347K	Sell	5,460 -5,559	-50%	-$356K	0.09%	174
2020 Q2	$670K	Sell	11,019 -13,935	-56%	-$806K	0.22%	98
2020 Q1	$1.33M	Buy	24,954 +17,222	+223%	+$1.09M	0.59%	39
2019 Q4	$536K	Sell	7,732 -267	-3%	-$18K	0.26%	77
2019 Q3	$522K	Sell	7,999 -788	-9%	-$50.8K	0.25%	79
2019 Q2	$5.78K	Sell	8,787 -4,849	-36%	-$317K	0.23%	70
2019 Q1	$865K	Buy	13,636 +5,479	+67%	+$345K	0.39%	48
2018 Q4	$479K	Sell	8,157 -4,419	-35%	-$276K	0.28%	71
2018 Q3	$855K	Sell	12,576 -332	-3%	-$22.4K	0.37%	49
2018 Q2	$864K	Buy	12,908 +271	+2%	+$19K	0.41%	40
2018 Q1	$881K	Buy	12,637 +6,434	+104%	+$459K	0.44%	43
2017 Q4	$432K	Buy	6,203 +1,115	+22%	+$77.5K	0.27%	94
2017 Q3	$348K	Hold	5,088	–	–	0.22%	106
2017 Q2	$332K	Buy	5,088 +108	+2%	+$6.99K	0.21%	110
2017 Q1	$310K	Buy	4,980 +545	+12%	+$32.9K	0.19%	119
2016 Q4	$261K	Buy	+4,435	New	+$256K	0.21%	101

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

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

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Management's EFA Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 10% in Q1 2026, buying an estimated $547K and bringing the position to 59,947 shares worth $5.82M. The position accounts for 0.2% of the portfolio, ranked #98.

Meridian Wealth Management first reported a position in EFA in Q4 2016 and has held it in 37 quarters since. The position peaked at $11.7M in Q3 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Meridian Wealth Management held 59,947 shares of iShares MSCI EAFE ETF worth $5.82M as of Q1 2026.
Meridian Wealth Management bought 5,471 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $547K.
iShares MSCI EAFE ETF made up 0.2% of Meridian Wealth Management's portfolio in Q1 2026, its #98 holding.
Meridian Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 37 quarters since.
Meridian Wealth Management's iShares MSCI EAFE ETF position peaked at $11.7M in Q3 2023.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.