Meridian Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Meridian Wealth Partners’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	$204K	Sell	2,112 -250	-11%	-$24K	0.02%	124
2026 Q1	$214K	Buy	+2,362	New	+$220K	0.03%	111
2021 Q2	–	Sell	-694	Closed	-$50K	–	641
2021 Q1	$50K	Hold	694	–	–	0.02%	159
2020 Q4	$48K	Buy	694 +69	+11%	+$4.46K	0.02%	147
2020 Q3	$38K	Hold	625	–	–	0.02%	147
2020 Q2	$36K	Buy	+625	New	+$33.9K	0.02%	148
2020 Q1	–	Sell	-3,126	Closed	-$204K	–	200
2019 Q4	$204K	Buy	+3,126	New	+$198K	0.13%	59

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 Partners's IEFA Position: Q2 2026 in Review

Meridian Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, selling an estimated $24K and leaving 2,112 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #124.

Meridian Wealth Partners first reported a position in IEFA in Q4 2019 and has held it in 7 quarters since. The position peaked at $214K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Meridian Wealth Partners held 2,112 shares of iShares Core MSCI EAFE ETF worth $204K as of Q2 2026.
Meridian Wealth Partners sold 250 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $24K.
iShares Core MSCI EAFE ETF made up 0.02% of Meridian Wealth Partners's portfolio in Q2 2026, its #124 holding.
Meridian Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 7 quarters since.
Meridian Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $214K in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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