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

Meridian Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Sell
9,393
-295
-3% -$34.7K 0.04% 349
2025
Q4 		$1.1M Sell
9,688
-83
-0.8% -$9.52K 0.04% 332
2025
Q3 		$1.11M Sell
9,771
-146
-1% -$16.3K 0.04% 309
2025
Q2 		$1.11M Sell
9,917
-1,721
-15% -$182K 0.05% 291
2025
Q1 		$1.16M Sell
11,638
-1,833
-14% -$187K 0.06% 264
2024
Q4 		$1.3M Buy
13,471
+4,794
+55% +$487K 0.06% 244
2024
Q3 		$934K Buy
+8,677
New +$900K 0.05% 293
2024
Q2 		– Sell
-8,855
Closed -$919K – 354
2024
Q1 		$919K Buy
8,855
+59
+0.7% +$5.87K 0.15% 98
2023
Q4 		$852K Sell
8,796
-7,568
-46% -$678K 0.05% 285
2023
Q3 		$1.41M Buy
16,364
+7,439
+83% +$686K 0.09% 191
2023
Q2 		$852K Buy
8,925
+2
+0% +$190 0.07% 225
2023
Q1 		$836K Sell
8,923
-1,251
-12% -$113K 0.07% 231
2022
Q4 		$852K Sell
10,174
-303
-3% -$24.5K 0.08% 220
2022
Q3 		$760K Sell
10,477
-6,982
-40% -$570K 0.08% 217
2022
Q2 		$1.41M Buy
17,459
+14,745
+543% +$1.28M 0.11% 189
2022
Q1 		$261K Sell
2,714
-586
-18% -$57.6K 0.03% 334
2021
Q4 		$364K Buy
3,300
+1,080
+49% +$118K 0.04% 286
2021
Q3 		$236K Buy
+2,220
New +$244K 0.03% 351
2019
Q3 		– Sell
-266
Closed -$215 – 275
2019
Q2 		$215 Buy
+266
New +$21K 0.01% 529

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3% in Q1 2026, selling an estimated $34.7K and leaving 9,393 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #349.

Meridian Wealth Management first reported a position in EFG in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.41M in Q3 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Meridian Wealth Management held 9,393 shares of iShares MSCI EAFE Growth ETF worth $1.05M as of Q1 2026.
  • Meridian Wealth Management sold 295 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $34.7K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #349 holding.
  • Meridian Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and has held it in 19 quarters since.
  • Meridian Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.41M in Q3 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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