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

Resonant Capital Advisors’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 		$211K Buy
+1,692
New +$204K 0.01% 507
2024
Q3 		– Sell
-2,604
Closed -$266K – 360
2024
Q2 		$266K Sell
2,604
-1,701
-40% -$174K 0.02% 293
2024
Q1 		$447K Buy
+4,305
New +$429K 0.04% 211

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

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

Resonant Capital Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,692 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Resonant Capital Advisors previously reported a position in EFG as recently as Q2 2024.

Resonant Capital Advisors first reported a position in EFG in Q1 2024 and has held it in 3 quarters since. The position peaked at $447K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Resonant Capital Advisors held 1,692 shares of iShares MSCI EAFE Growth ETF worth $211K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Resonant Capital Advisors position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #507 holding.
  • Resonant Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • Resonant Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $447K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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