MWM
IEFA icon

Meridian Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Meridian Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4M Buy
148,237
+12,351
+9% +$1.15M 0.47% 47
2025
Q4 		$12.2M Buy
135,886
+7,183
+6% +$635K 0.43% 48
2025
Q3 		$11.2M Buy
128,703
+28,118
+28% +$2.39M 0.43% 47
2025
Q2 		$8.4M Buy
100,585
+53,123
+112% +$4.22M 0.36% 57
2025
Q1 		$3.59M Buy
47,462
+11,683
+33% +$874K 0.17% 132
2024
Q4 		$2.51M Buy
35,779
+7,560
+27% +$558K 0.12% 167
2024
Q3 		$2.2M Sell
28,219
-1,536
-5% -$115K 0.11% 172
2024
Q2 		$2.16M Buy
+29,755
New +$2.19M 0.26% 74
2024
Q1 		– Sell
-37,006
Closed -$2.6M – 340
2023
Q4 		$2.6M Buy
37,006
+31,734
+602% +$2.09M 0.17% 138
2023
Q3 		$339K Sell
5,272
-2,059
-28% -$138K 0.02% 433
2023
Q2 		$495K Sell
7,331
-469
-6% -$31.8K 0.04% 332
2023
Q1 		$521K Buy
7,800
+1,660
+27% +$109K 0.05% 309
2022
Q4 		$378K Buy
+6,140
New +$361K 0.04% 360
2022
Q3 		– Sell
-4,137
Closed -$243K – 527
2022
Q2 		$243K Sell
4,137
-1,118
-21% -$71.7K 0.02% 479
2022
Q1 		$365K Sell
5,255
-117
-2% -$8.28K 0.04% 279
2021
Q4 		$401K Sell
5,372
-1,026
-16% -$77.1K 0.04% 274
2021
Q3 		$475K Buy
6,398
+469
+8% +$35.7K 0.06% 230
2021
Q2 		$444K Buy
5,929
+547
+10% +$41.3K 0.06% 246
2021
Q1 		$388K Buy
5,382
+519
+11% +$37.1K 0.06% 249
2020
Q4 		$335K Buy
4,863
+1,084
+29% +$70.1K 0.05% 247
2020
Q3 		$227K Buy
+3,779
New +$228K 0.06% 220
2020
Q1 		– Sell
-8,022
Closed -$523K – 221
2019
Q4 		$523K Buy
8,022
+130
+2% +$8.25K 0.25% 80
2019
Q3 		$482K Buy
7,892
+1,347
+21% +$81.3K 0.23% 87
2019
Q2 		$4.02K Buy
+6,545
New +$401K 0.16% 108
2019
Q1 		– Sell
-5,189
Closed -$285K – 206
2018
Q4 		$285K Buy
+5,189
New +$304K 0.17% 118

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.1% in Q1 2026, buying an estimated $1.15M and bringing the position to 148,237 shares worth $13.4M. The position accounts for 0.47% of the portfolio, ranked #47.

Meridian Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 25 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Meridian Wealth Management held 148,237 shares of iShares Core MSCI EAFE ETF worth $13.4M as of Q1 2026.
  • Meridian Wealth Management bought 12,351 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Core MSCI EAFE ETF made up 0.47% of Meridian Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Meridian Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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