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Position history for MFMerit Financial Group, LLC's holdings in ISHARES CORE MSCI EAFE ETF

Merit Financial Group, LLC holds 451,864 shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $43.6M as of 2026-Q2. The position was decreased (-16.6% shares). IEFA represents 0.3% of Merit Financial Group, LLC's portfolio.

Current Value

$43.6M

Current Shares

451,864

Total Value Change

-$94.3M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
451,864
-16.6%
$43.6M0.3%$96.58
0
2026-Q1
Decreased
541,491
-7.9%
$49M0.4%$93.48
0
2025-Q4
Decreased
587,729
-8.0%
$52.6M0.4%$89.87
0
2025-Q3
Decreased
639,047
-8.3%
$55.8M0.5%$85.26
0
2025-Q2
Decreased
696,657
-23.8%
$58.2M0.6%$81.73
0
2025-Q1
Decreased
914,547
-53.5%
$69.2M1.0%$73.63
0
2024-Q4
Increased
2M
+11.2%
$138.1M2.5%$67.77
58
2024-Q3
Decreased
1.8M
-8.3%
$137.9M3.1%$74.25
0

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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