Meridian Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
210,816
+3,527
| +2% | +$395K | 3.42% | 6 |
|
|
2025
Q1 | $20.7M | Sell |
207,289
-2,854
| -1% | -$285K | 3.31% | 8 |
|
|
2024
Q4 | $20.3M | Buy |
210,143
+10,033
| +5% | +$971K | 3.09% | 8 |
|
|
2024
Q3 | $21.5M | Buy |
+200,110
| New | +$21.5M | 3.35% | 7 |
|
|
2022
Q1 | – | Sell |
-81,037
| Closed | -$8.94M | – | 86 |
|
|
2021
Q4 | $8.94M | Buy |
81,037
+1,692
| +2% | +$187K | 1.79% | 14 |
|
|
2021
Q3 | $8.45M | Buy |
79,345
+37,236
| +88% | +$3.96M | 1.83% | 14 |
|
|
2021
Q2 | $4.52M | Sell |
42,109
-383
| -0.9% | -$41.1K | 1.05% | 14 |
|
|
2021
Q1 | $4.27M | Buy |
+42,492
| New | +$4.27M | 1.28% | 13 |
|