Meridian Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
167,007
+254
+0.2% +$16.1K 1.54% 17
2025
Q1
$9.83M Sell
166,753
-2,690
-2% -$159K 1.57% 17
2024
Q4
$8.89M Buy
169,443
+5,625
+3% +$295K 1.35% 19
2024
Q3
$9.42M Buy
+163,818
New +$9.42M 1.47% 16