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 Q2	$16.7M	Buy	172,923 +24,686	+17%	+$2.37M	0.51%	36
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	$402K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Meridian Wealth Management's IEFA Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q2 2026, buying an estimated $2.37M and bringing the position to 172,923 shares worth $16.7M. The position accounts for 0.51% of the portfolio, ranked #36.

Meridian Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 26 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Meridian Wealth Management held 172,923 shares of iShares Core MSCI EAFE ETF worth $16.7M as of Q2 2026.
Meridian Wealth Management bought 24,686 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.37M.
iShares Core MSCI EAFE ETF made up 0.51% of Meridian Wealth Management's portfolio in Q2 2026, its #36 holding.
Meridian Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.