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Resolute Wealth Advisor’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Resolute Wealth Advisor’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.94M Hold
44,368
– – 2.81% 9
2026
Q1 		$4.94M Buy
+44,368
New +$5.22M 2.81% 9
2025
Q2 		$4.94M Buy
+44,368
New +$4.68M 2.81% 9

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Resolute Wealth Advisor's EFG Position: Q2 2026 in Review

Resolute Wealth Advisor held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 44,368 shares worth $4.94M. The position accounts for 2.81% of the portfolio, ranked #9.

Resolute Wealth Advisor first reported a position in EFG in Q2 2025 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Resolute Wealth Advisor held 44,368 shares of iShares MSCI EAFE Growth ETF worth $4.94M as of Q2 2026.
  • Resolute Wealth Advisor left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 2.81% of Resolute Wealth Advisor's portfolio in Q2 2026, its #9 holding.
  • Resolute Wealth Advisor first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Resolute Wealth Advisor's 13F filing for Q2 2026, filed 19 Aug 2026.