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Ishares Tr hdg msci eafe shares owned by Meridian Wealth Management

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Meridian Wealth Management from 13F filings

Historical chart of Meridian Wealth Management investment in Ishares Tr hdg msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr hdg msci eafe held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr hdg msci eafe by Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $11M 318k 34.75
2024-09-30 $9.7M 274k 35.42
2024-06-30 $6.2M 175k 35.56
2023-12-31 $3.2M 100k 31.51

More positions owned by Meridian Wealth Management

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Exxon Mobil Corporation (XOM)
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Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Meridian Wealth Management

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
Envestnet Asset Management
Jpmorgan Chase & Co
Coldstream Capital Management
Dynasty Wealth Management
Quotient Wealth Partners
United Capital Financial Advisers
LPL Financial
Bank of America Corporation
Tiaa Trust, National Association
Morgan Stanley
Ameriprise Financial
First Interstate Bank
Partners Capital Investment Group
Northern Trust

View all funds holding Ishares Tr hdg msci eafe