Resources Management Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Resources Management Corp’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	–	Sell	-23	Closed	-$2K	–	267
2026 Q1	$2K	Hold	23	–	–	﹤0.01%	380
2025 Q4	$2K	Hold	23	–	–	﹤0.01%	399
2025 Q3	$2K	Hold	23	–	–	﹤0.01%	388
2025 Q2	$2K	Hold	23	–	–	﹤0.01%	395
2025 Q1	$2K	Hold	23	–	–	﹤0.01%	395
2024 Q4	$2K	Hold	23	–	–	﹤0.01%	398
2024 Q3	$2K	Hold	23	–	–	﹤0.01%	414
2024 Q2	$2K	Hold	23	–	–	﹤0.01%	394
2024 Q1	$2K	Hold	23	–	–	﹤0.01%	410
2023 Q4	$2K	Hold	23	–	–	﹤0.01%	415
2023 Q3	$1K	Hold	23	–	–	﹤0.01%	429
2023 Q2	$2K	Sell	23 -388	-94%	-$26.3K	﹤0.01%	420
2023 Q1	$103K	Buy	+411	New	+$26.9K	0.02%	252

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Resources Management Corp's IEFA Position: Q2 2026 in Review

Resources Management Corp sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 23 shares — an estimated $2K sold.

Resources Management Corp first reported a position in IEFA in Q1 2023 and held it in 13 quarters. The position peaked at $103K in Q1 2023. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Resources Management Corp reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 23 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2K.
Resources Management Corp first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 13 quarters.
Resources Management Corp's iShares Core MSCI EAFE ETF position peaked at $103K in Q1 2023.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.