A detailed history of Meridian Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 7,761 shares of EFV stock, worth $418,783. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,761
Holding current value
$418,783
% of portfolio
0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$51.72 - $57.96 $401,398 - $449,827
7,761 New
7,761 $446,000
Q1 2024

Apr 25, 2024

SELL
$50.46 - $54.5 $13,674 - $14,769
-271 Reduced 2.74%
9,611 $522,000
Q4 2023

Feb 08, 2024

SELL
$46.57 - $52.25 $365,388 - $409,953
-7,846 Reduced 44.26%
9,882 $514,000
Q3 2023

Oct 17, 2023

BUY
$47.71 - $51.06 $427,815 - $457,855
8,967 Added 102.35%
17,728 $867,000
Q2 2023

Aug 02, 2023

BUY
$47.6 - $50.24 $5,426 - $5,727
114 Added 1.32%
8,761 $428,000
Q1 2023

May 12, 2023

SELL
$45.61 - $50.02 $47,023 - $51,570
-1,031 Reduced 10.65%
8,647 $419,000
Q4 2022

Feb 13, 2023

BUY
$38.5 - $46.73 $22,445 - $27,243
583 Added 6.41%
9,678 $444,000
Q3 2022

Nov 14, 2022

SELL
$38.45 - $45.24 $108,505 - $127,667
-2,822 Reduced 23.68%
9,095 $350,000
Q2 2022

Aug 05, 2022

BUY
$43.33 - $50.78 $243,167 - $284,977
5,612 Added 89.01%
11,917 $517,000
Q1 2022

May 12, 2022

BUY
$45.64 - $53.35 $17,480 - $20,433
383 Added 6.47%
6,305 $317,000
Q4 2021

Jan 27, 2022

BUY
$48.8 - $52.57 $288,993 - $311,319
5,922 New
5,922 $298,000
Q3 2019

Nov 08, 2019

SELL
$43.89 - $48.71 $18,872 - $20,945
-430 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
$46.67 - $50.58 $466 - $505
10 Added 2.38%
430 $207,000
Q1 2019

May 15, 2019

BUY
$44.87 - $49.81 $18,845 - $20,920
420 New
420 $205,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.