RCA
IEFA icon

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

Resonant Capital Advisors’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
Q2 		$38.8M Sell
402,022
-4,314
-1% -$414K 1.86% 10
2026
Q1 		$36.8M Sell
406,336
-46,436
-10% -$4.33M 1.93% 10
2025
Q4 		$40.5M Buy
452,772
+48,009
+12% +$4.25M 2.23% 9
2025
Q3 		$35.3M Buy
404,763
+41,327
+11% +$3.51M 2.06% 9
2025
Q2 		$30.3M Buy
363,436
+13,934
+4% +$1.11M 1.94% 11
2025
Q1 		$26.4M Buy
349,502
+83,686
+31% +$6.26M 1.84% 11
2024
Q4 		$18.7M Buy
265,816
+4,065
+2% +$300K 1.36% 16
2024
Q3 		$20.4M Buy
261,751
+11,112
+4% +$832K 1.5% 15
2024
Q2 		$18.2M Buy
250,639
+13,896
+6% +$1.02M 1.48% 16
2024
Q1 		$17.6M Buy
236,743
+8,734
+4% +$622K 1.5% 15
2023
Q4 		$16M Buy
228,009
+460
+0.2% +$30.3K 1.55% 15
2023
Q3 		$14.6M Buy
227,549
+5,980
+3% +$400K 1.56% 17
2023
Q2 		$15M Sell
221,569
-38,886
-15% -$2.64M 1.63% 15
2023
Q1 		$17.4M Buy
260,455
+57,485
+28% +$3.77M 1.98% 13
2022
Q4 		$12.5M Sell
202,970
-14,243
-7% -$838K 1.56% 16
2022
Q3 		$11.4M Sell
217,213
-3,702
-2% -$218K 1.74% 12
2022
Q2 		$13M Sell
220,915
-37,956
-15% -$2.44M 2.03% 12
2022
Q1 		$18.2M Sell
258,871
-11,565
-4% -$818K 2.69% 10
2021
Q4 		$20.2M Buy
270,436
+16,733
+7% +$1.26M 3.04% 8
2021
Q3 		$18.8M Buy
253,703
+12,342
+5% +$939K 3.28% 8
2021
Q2 		$18.1M Buy
241,361
+9,784
+4% +$739K 3.49% 9
2021
Q1 		$16.7M Buy
231,577
+16,106
+7% +$1.15M 3.43% 9
2020
Q4 		$14.9M Buy
215,471
+13,227
+7% +$855K 3.52% 9
2020
Q3 		$12.2M Buy
202,244
+18,993
+10% +$1.15M 3.47% 7
2020
Q2 		$10.5M Buy
183,251
+90,334
+97% +$4.9M 3.04% 9
2020
Q1 		$4.64M Buy
92,917
+24,045
+35% +$1.43M 1.69% 13
2019
Q4 		$4.49M Buy
+68,872
New +$4.37M 1.42% 15

Other funds holding IEFA

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Resonant Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, selling an estimated $414K and leaving 402,022 shares worth $38.8M. The position accounts for 1.86% of the portfolio, ranked #10.

Resonant Capital Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.5M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Resonant Capital Advisors held 402,022 shares of iShares Core MSCI EAFE ETF worth $38.8M as of Q2 2026.
  • Resonant Capital Advisors sold 4,314 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $414K.
  • iShares Core MSCI EAFE ETF made up 1.86% of Resonant Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Resonant Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Resonant Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $40.5M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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