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iShares MSCI EAFE Growth Index shares owned by Meridian Wealth Partners

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Meridian Wealth Partners from 13F filings

Historical chart of Meridian Wealth Partners investment in iShares MSCI EAFE Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Growth Index by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 200k 107.65
2021-12-31 $8.9M 81k 110.30
2021-09-30 $8.4M 79k 106.47
2021-06-30 $4.5M 42k 107.27
2021-03-31 $4.3M 43k 100.47

More positions owned by Meridian Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Meridian Wealth Partners

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
BlackRock
Mml Investors Services
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index