RCA
EFA icon

Resonant Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Resonant Capital Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Sell
21,707
-60
-0.3% -$6.17K 0.11% 123
2026
Q1 		$2.11M Sell
21,767
-304
-1% -$30.4K 0.11% 122
2025
Q4 		$2.12M Sell
22,071
-758
-3% -$71.9K 0.12% 117
2025
Q3 		$2.13M Sell
22,829
-996
-4% -$90.5K 0.12% 116
2025
Q2 		$2.13M Buy
23,825
+1,834
+8% +$157K 0.14% 115
2025
Q1 		$1.8M Hold
21,991
– – 0.13% 115
2024
Q4 		$1.66M Sell
21,991
-261
-1% -$20.7K 0.12% 117
2024
Q3 		$1.86M Sell
22,252
-67
-0.3% -$5.39K 0.14% 118
2024
Q2 		$1.75M Hold
22,319
– – 0.14% 114
2024
Q1 		$1.78M Sell
22,319
-3,725
-14% -$285K 0.15% 117
2023
Q4 		$1.96M Buy
26,044
+3,056
+13% +$216K 0.19% 103
2023
Q3 		$1.58M Sell
22,988
-59
-0.3% -$4.23K 0.17% 106
2023
Q2 		$1.67M Sell
23,047
-245
-1% -$17.8K 0.18% 103
2023
Q1 		$1.67M Buy
23,292
+152
+0.7% +$10.6K 0.19% 102
2022
Q4 		$1.52M Buy
23,140
+6,412
+38% +$402K 0.19% 104
2022
Q3 		$937K Sell
16,728
-5,939
-26% -$370K 0.14% 113
2022
Q2 		$1.42M Buy
22,667
+386
+2% +$26.3K 0.22% 93
2022
Q1 		$1.66M Buy
22,281
+217
+1% +$16.2K 0.25% 80
2021
Q4 		$1.74M Buy
22,064
+1,627
+8% +$129K 0.26% 78
2021
Q3 		$1.59M Buy
20,437
+5,570
+37% +$446K 0.28% 75
2021
Q2 		$1.17M Buy
14,867
+2,678
+22% +$213K 0.23% 83
2021
Q1 		$925K Buy
12,189
+480
+4% +$36.1K 0.19% 86
2020
Q4 		$854K Sell
11,709
-6
-0.1% -$410 0.2% 85
2020
Q3 		$746K Sell
11,715
-6,277
-35% -$402K 0.21% 81
2020
Q2 		$1.09M Sell
17,992
-11,089
-38% -$641K 0.32% 67
2020
Q1 		$1.55M Sell
29,081
-8,988
-24% -$570K 0.57% 57
2019
Q4 		$2.64M Buy
+38,069
New +$2.57M 0.83% 26

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Resonant Capital Advisors's EFA Position: Q2 2026 in Review

Resonant Capital Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.28% in Q2 2026, selling an estimated $6.17K and leaving 21,707 shares worth $2.25M. The position accounts for 0.11% of the portfolio, ranked #123.

Resonant Capital Advisors first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.64M in Q4 2019. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Resonant Capital Advisors held 21,707 shares of iShares MSCI EAFE ETF worth $2.25M as of Q2 2026.
  • Resonant Capital Advisors sold 60 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.17K.
  • iShares MSCI EAFE ETF made up 0.11% of Resonant Capital Advisors's portfolio in Q2 2026, its #123 holding.
  • Resonant Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's iShares MSCI EAFE ETF position peaked at $2.64M in Q4 2019.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.