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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Resonant Capital Advisors's IEFA Position: Q1 2026 in Review

Resonant Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q1 2026, selling an estimated $4.33M and leaving 406,336 shares worth $36.8M. The position accounts for 1.93% of the portfolio, ranked #10.

Resonant Capital Advisors first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $40.5M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Resonant Capital Advisors held 406,336 shares of iShares Core MSCI EAFE ETF worth $36.8M as of Q1 2026.
  • Resonant Capital Advisors sold 46,436 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.33M.
  • iShares Core MSCI EAFE ETF made up 1.93% of Resonant Capital Advisors's portfolio in Q1 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 26 quarters since.
  • Resonant Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $40.5M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.