Meridian Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
9,917
-1,721
| -15% | -$193K | 0.05% | 291 |
|
|
2025
Q1 | $1.16M | Sell |
11,638
-1,833
| -14% | -$183K | 0.06% | 264 |
|
|
2024
Q4 | $1.3M | Buy |
13,471
+4,794
| +55% | +$464K | 0.06% | 244 |
|
|
2024
Q3 | $934K | Buy |
+8,677
| New | +$934K | 0.05% | 293 |
|
|
2024
Q2 | – | Sell |
-8,855
| Closed | -$919K | – | 354 |
|
|
2024
Q1 | $919K | Buy |
8,855
+59
| +0.7% | +$6.12K | 0.15% | 98 |
|
|
2023
Q4 | $852K | Sell |
8,796
-7,568
| -46% | -$733K | 0.05% | 285 |
|
|
2023
Q3 | $1.41M | Buy |
16,364
+7,439
| +83% | +$642K | 0.09% | 191 |
|
|
2023
Q2 | $852K | Buy |
8,925
+2
| +0% | +$191 | 0.07% | 225 |
|
|
2023
Q1 | $836K | Sell |
8,923
-1,251
| -12% | -$117K | 0.07% | 231 |
|
|
2022
Q4 | $852K | Sell |
10,174
-303
| -3% | -$25.4K | 0.08% | 220 |
|
|
2022
Q3 | $760K | Sell |
10,477
-6,982
| -40% | -$506K | 0.08% | 217 |
|
|
2022
Q2 | $1.41M | Buy |
17,459
+14,745
| +543% | +$1.19M | 0.11% | 189 |
|
|
2022
Q1 | $261K | Sell |
2,714
-586
| -18% | -$56.4K | 0.03% | 334 |
|
|
2021
Q4 | $364K | Buy |
3,300
+1,080
| +49% | +$119K | 0.04% | 286 |
|
|
2021
Q3 | $236K | Buy |
+2,220
| New | +$236K | 0.03% | 351 |
|
|
2019
Q3 | – | Sell |
-266
| Closed | -$215 | – | 275 |
|
|
2019
Q2 | $215 | Buy |
+266
| New | +$215 | 0.01% | 529 |
|