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iShares MSCI EAFE Value Index shares owned by Meridian Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value 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 Value Index by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 235k 67.83
2025-06-30 $11M 167k 63.48
2025-03-31 $9.8M 167k 58.94
2024-12-31 $8.9M 169k 52.47
2024-09-30 $9.4M 164k 57.53

More positions owned by Meridian Wealth Partners

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

View all positions for Meridian Wealth Partners

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Morgan Stanley
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Park Avenue Securities
Ameriprise Financial
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index