Meridian Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Buy |
100,585
+53,123
| +112% | +$4.43M | 0.36% | 57 |
|
|
2025
Q1 | $3.59M | Buy |
47,462
+11,683
| +33% | +$884K | 0.17% | 132 |
|
|
2024
Q4 | $2.51M | Buy |
35,779
+7,560
| +27% | +$531K | 0.12% | 167 |
|
|
2024
Q3 | $2.2M | Sell |
28,219
-1,536
| -5% | -$120K | 0.11% | 172 |
|
|
2024
Q2 | $2.16M | Buy |
+29,755
| New | +$2.16M | 0.26% | 74 |
|
|
2024
Q1 | – | Sell |
-37,006
| Closed | -$2.6M | – | 341 |
|
|
2023
Q4 | $2.6M | Buy |
37,006
+31,734
| +602% | +$2.23M | 0.17% | 138 |
|
|
2023
Q3 | $339K | Sell |
5,272
-2,059
| -28% | -$132K | 0.02% | 433 |
|
|
2023
Q2 | $495K | Sell |
7,331
-469
| -6% | -$31.7K | 0.04% | 332 |
|
|
2023
Q1 | $521K | Buy |
7,800
+1,660
| +27% | +$111K | 0.05% | 309 |
|
|
2022
Q4 | $378K | Buy |
+6,140
| New | +$378K | 0.04% | 360 |
|
|
2022
Q3 | – | Sell |
-4,137
| Closed | -$243K | – | 527 |
|
|
2022
Q2 | $243K | Sell |
4,137
-1,118
| -21% | -$65.7K | 0.02% | 479 |
|
|
2022
Q1 | $365K | Sell |
5,255
-117
| -2% | -$8.13K | 0.04% | 279 |
|
|
2021
Q4 | $401K | Sell |
5,372
-1,026
| -16% | -$76.6K | 0.04% | 274 |
|
|
2021
Q3 | $475K | Buy |
6,398
+469
| +8% | +$34.8K | 0.06% | 230 |
|
|
2021
Q2 | $444K | Buy |
5,929
+547
| +10% | +$41K | 0.06% | 246 |
|
|
2021
Q1 | $388K | Buy |
5,382
+519
| +11% | +$37.4K | 0.06% | 249 |
|
|
2020
Q4 | $335K | Buy |
4,863
+1,084
| +29% | +$74.7K | 0.05% | 247 |
|
|
2020
Q3 | $227K | Buy |
+3,779
| New | +$227K | 0.06% | 220 |
|
|
2020
Q1 | – | Sell |
-8,022
| Closed | -$523K | – | 221 |
|
|
2019
Q4 | $523K | Buy |
8,022
+130
| +2% | +$8.48K | 0.25% | 80 |
|
|
2019
Q3 | $482K | Buy |
7,892
+1,347
| +21% | +$82.3K | 0.23% | 87 |
|
|
2019
Q2 | $4.02K | Buy |
+6,545
| New | +$4.02K | 0.16% | 108 |
|
|
2019
Q1 | – | Sell |
-5,189
| Closed | -$285K | – | 206 |
|
|
2018
Q4 | $285K | Buy |
+5,189
| New | +$285K | 0.17% | 118 |
|