MFG
EFA icon

Merit Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Merit Financial Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Buy
52,553
+18,065
+52% +$1.86M 0.03% 405
2026
Q1 		$3.35M Buy
34,488
+1,986
+6% +$199K 0.02% 509
2025
Q4 		$3.12M Sell
32,502
-14,191
-30% -$1.35M 0.03% 489
2025
Q3 		$4.36M Sell
46,693
-7,493
-14% -$681K 0.04% 345
2025
Q2 		$4.84M Buy
54,186
+28,232
+109% +$2.41M 0.05% 285
2025
Q1 		$2.12M Sell
25,954
-2,063
-7% -$166K 0.03% 407
2024
Q4 		$2.12M Buy
28,017
+9,868
+54% +$782K 0.04% 344
2024
Q3 		$1.52M Sell
18,149
-3,554
-16% -$286K 0.03% 331
2024
Q2 		$1.7M Sell
21,703
-421
-2% -$33.3K 0.04% 299
2024
Q1 		$1.75M Buy
22,124
+8,615
+64% +$659K 0.04% 283
2023
Q4 		$1.02M Buy
13,509
+308
+2% +$21.8K 0.03% 311
2023
Q3 		$910K Buy
13,201
+80
+0.6% +$5.73K 0.03% 340
2023
Q2 		$951K Buy
13,121
+1,160
+10% +$84.2K 0.03% 345
2023
Q1 		$855K Buy
11,961
+41
+0.3% +$2.87K 0.03% 309
2022
Q4 		$782K Buy
11,920
+1,233
+12% +$77.2K 0.03% 336
2022
Q3 		$599K Sell
10,687
-425
-4% -$26.5K 0.03% 326
2022
Q2 		$694K Buy
11,112
+2,802
+34% +$191K 0.02% 303
2022
Q1 		$612K Buy
8,310
+3
+0% +$224 0.04% 211
2021
Q4 		$654K Sell
8,307
-99
-1% -$7.84K 0.06% 146
2021
Q3 		$656K Buy
8,406
+252
+3% +$20.2K 0.07% 139
2021
Q2 		$643K Sell
8,154
-481
-6% -$38.2K 0.06% 140
2021
Q1 		$655K Buy
8,635
+5,616
+186% +$423K 0.07% 132
2020
Q4 		$220K Buy
+3,019
New +$206K 0.02% 196
2020
Q1 		– Sell
-3,166
Closed -$220K – 231
2019
Q4 		$220K Buy
+3,166
New +$214K 0.02% 218

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Merit Financial Group's EFA Position: Q2 2026 in Review

Merit Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 52% in Q2 2026, buying an estimated $1.86M and bringing the position to 52,553 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #405.

Merit Financial Group first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Merit Financial Group held 52,553 shares of iShares MSCI EAFE ETF worth $5.46M as of Q2 2026.
  • Merit Financial Group bought 18,065 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.86M.
  • iShares MSCI EAFE ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #405 holding.
  • Merit Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.