Resurgent Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Resurgent Financial 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
2024 Q2	–	Sell	-2,615	Closed	-$209K	–	184
2024 Q1	$209K	Buy	2,615 +822	+46%	+$62.9K	0.11%	177
2023 Q4	$135K	Buy	1,793 +10	+0.6%	+$707	0.08%	214
2023 Q3	$123K	Buy	1,783 +15	+0.8%	+$1.07K	0.08%	205
2023 Q2	$128K	Hold	1,768	–	–	0.08%	200
2023 Q1	$126K	Sell	1,768 -2,552	-59%	-$179K	0.08%	199
2022 Q4	$284K	Buy	4,320 +3	+0.1%	+$188	0.15%	148
2022 Q3	$241K	Buy	4,317 +784	+22%	+$48.9K	0.16%	158
2022 Q2	$221K	Sell	3,533 -8,891	-72%	-$605K	0.14%	167
2022 Q1	$915K	Buy	12,424 +451	+4%	+$33.7K	0.57%	46
2021 Q4	$942K	Buy	+11,973	New	+$948K	0.75%	40

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Resurgent Financial Advisors's EFA Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 2,615 shares — an estimated $209K sold.

Resurgent Financial Advisors first reported a position in EFA in Q4 2021 and held it in 10 quarters. The position peaked at $942K in Q4 2021. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Resurgent Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,615 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $209K.
Resurgent Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 10 quarters.
Resurgent Financial Advisors's iShares MSCI EAFE ETF position peaked at $942K in Q4 2021.
1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.