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

Meridian Wealth Management’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
2024 Q1	–	Sell	-3,379	Closed	-$234K	–	285
2023 Q4	$234K	Sell	3,379 -74	-2%	-$4.91K	0.02%	541
2023 Q3	$225K	Sell	3,453 -203	-6%	-$13.6K	0.01%	499
2023 Q2	$247K	Buy	3,656 +13	+0.4%	+$896	0.02%	476
2023 Q1	$246K	Sell	3,643 -553	-13%	-$36.4K	0.02%	468
2022 Q4	$267K	Sell	4,196 -1,050	-20%	-$64.1K	0.03%	445
2022 Q3	$299K	Sell	5,246 -2,989	-36%	-$187K	0.03%	368
2022 Q2	$521K	Buy	+8,235	New	+$553K	0.04%	338
2019 Q3	–	Sell	-2,626	Closed	-$1.91K	–	274
2019 Q2	$1.91K	Buy	+2,626	New	+$189K	0.08%	212

Other funds holding EFAV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Meridian Wealth Management's EFAV Position: Q1 2024 in Review

Meridian Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2024, closing a stake of 3,379 shares — an estimated $234K sold.

Meridian Wealth Management first reported a position in EFAV in Q2 2019 and held it in 8 quarters. The position peaked at $521K in Q2 2022. 468 funds tracked by Wall St. Rank hold EFAV as of Q1 2024.

Meridian Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 3,379 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2024, an estimated $234K.
Meridian Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 8 quarters.
Meridian Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $521K in Q2 2022.
468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.