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Resolute Wealth Advisor’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Resolute Wealth Advisor’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$682K Buy
+7,528
New +$703K 0.39% 41
2025
Q2 		$682K Buy
+7,528
New +$597K 0.39% 41

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Resolute Wealth Advisor's IEFA Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 7,528 shares worth $682K. The stake represents 0.39% of the portfolio and ranks #41 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IEFA as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IEFA in Q2 2025 and has held it in 2 quarters since. 2,407 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Resolute Wealth Advisor held 7,528 shares of iShares Core MSCI EAFE ETF worth $682K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.39% of Resolute Wealth Advisor's portfolio in Q1 2026, its #41 holding.
  • Resolute Wealth Advisor first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,407 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.