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

Meridian Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$446K Sell
6,000
-150
-2% -$11.3K 0.02% 542
2025
Q4 		$439K Sell
6,150
-82
-1% -$5.7K 0.02% 530
2025
Q3 		$423K Buy
6,232
+72
+1% +$4.74K 0.02% 512
2025
Q2 		$391K Buy
6,160
+17
+0.3% +$1.04K 0.02% 508
2025
Q1 		$362K Sell
6,143
-1,269
-17% -$71.8K 0.02% 485
2024
Q4 		$389K Sell
7,412
-349
-4% -$19.1K 0.02% 471
2024
Q3 		$446K Buy
+7,761
New +$429K 0.02% 428
2024
Q2 		– Sell
-9,611
Closed -$523K – 355
2024
Q1 		$523K Sell
9,611
-271
-3% -$14.1K 0.09% 134
2023
Q4 		$515K Sell
9,882
-7,846
-44% -$388K 0.03% 374
2023
Q3 		$867K Buy
17,728
+8,967
+102% +$444K 0.05% 262
2023
Q2 		$429K Buy
8,761
+114
+1% +$5.61K 0.04% 354
2023
Q1 		$420K Sell
8,647
-1,031
-11% -$49.9K 0.04% 352
2022
Q4 		$444K Buy
9,678
+583
+6% +$25.3K 0.04% 330
2022
Q3 		$350K Sell
9,095
-2,822
-24% -$120K 0.04% 335
2022
Q2 		$517K Buy
11,917
+5,612
+89% +$267K 0.04% 340
2022
Q1 		$317K Buy
6,305
+383
+6% +$19.5K 0.03% 301
2021
Q4 		$298K Buy
+5,922
New +$302K 0.03% 317
2019
Q3 		– Sell
-430
Closed -$207 – 276
2019
Q2 		$207 Buy
+430
New +$21K 0.01% 535

Other funds holding EFV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.4% in Q1 2026, selling an estimated $11.3K and leaving 6,000 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #542.

Meridian Wealth Management first reported a position in EFV in Q2 2019 and has held it in 18 quarters since. The position peaked at $867K in Q3 2023. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Meridian Wealth Management held 6,000 shares of iShares MSCI EAFE Value ETF worth $446K as of Q1 2026.
  • Meridian Wealth Management sold 150 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $11.3K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #542 holding.
  • Meridian Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2019 and has held it in 18 quarters since.
  • Meridian Wealth Management's iShares MSCI EAFE Value ETF position peaked at $867K in Q3 2023.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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