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 Q2	$35.9M	Buy	288,300 +9,594	+3%	+$1.16M	4.34%	6
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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Meridian Wealth Partners's EFG Position: Q2 2026 in Review

Meridian Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q2 2026, buying an estimated $1.16M and bringing the position to 288,300 shares worth $35.9M. The position accounts for 4.34% of the portfolio, ranked #6.

Meridian Wealth Partners first reported a position in EFG in Q1 2021 and has held it in 12 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Meridian Wealth Partners held 288,300 shares of iShares MSCI EAFE Growth ETF worth $35.9M as of Q2 2026.
Meridian Wealth Partners bought 9,594 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.16M.
iShares MSCI EAFE Growth ETF made up 4.34% of Meridian Wealth Partners's portfolio in Q2 2026, its #6 holding.
Meridian Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 12 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.