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

Meridian Wealth Partners’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	$31M	Buy	278,706 +10,456	+4%	+$1.23M	4.26%	5
2025 Q4	$30.6M	Buy	268,250 +5,394	+2%	+$618K	4.21%	6
2025 Q3	$29.9M	Buy	262,856 +52,040	+25%	+$5.8M	4.12%	6
2025 Q2	$23.6M	Buy	210,816 +3,527	+2%	+$372K	3.42%	6
2025 Q1	$20.7M	Sell	207,289 -2,854	-1%	-$291K	3.31%	8
2024 Q4	$20.3M	Buy	210,143 +10,033	+5%	+$1.02M	3.09%	8
2024 Q3	$21.5M	Buy	+200,110	New	+$20.8M	3.35%	7
2022 Q1	–	Sell	-81,037	Closed	-$8.94M	–	86
2021 Q4	$8.94M	Buy	81,037 +1,692	+2%	+$185K	1.79%	14
2021 Q3	$8.45M	Buy	79,345 +37,236	+88%	+$4.1M	1.83%	14
2021 Q2	$4.52M	Sell	42,109 -383	-0.9%	-$40.7K	1.05%	14
2021 Q1	$4.27M	Buy	+42,492	New	+$4.32M	1.28%	13

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Meridian Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q1 2026, buying an estimated $1.23M and bringing the position to 278,706 shares worth $31M. The position accounts for 4.26% of the portfolio, ranked #5.

Meridian Wealth Partners first reported a position in EFG in Q1 2021 and has held it in 11 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Meridian Wealth Partners held 278,706 shares of iShares MSCI EAFE Growth ETF worth $31M as of Q1 2026.
Meridian Wealth Partners bought 10,456 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.23M.
iShares MSCI EAFE Growth ETF made up 4.26% of Meridian Wealth Partners's portfolio in Q1 2026, its #5 holding.
Meridian Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 11 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.