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

Resurgent Financial 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 Q1	$274K	Buy	+2,461	New	+$289K	0.1%	216
2025 Q3	–	Sell	-5,326	Closed	-$597K	–	212
2025 Q2	$597K	Buy	5,326 +37	+0.7%	+$3.9K	0.33%	90
2025 Q1	$529K	Sell	5,289 -4,521	-46%	-$461K	0.32%	88
2024 Q4	$950K	Buy	9,810 +2,899	+42%	+$295K	0.56%	49
2024 Q3	$744K	Sell	6,911 -785	-10%	-$81.4K	0.43%	69
2024 Q2	$787K	Buy	7,696 +2,549	+50%	+$261K	0.49%	57
2024 Q1	$534K	Buy	5,147 +891	+21%	+$88.7K	0.28%	99
2023 Q4	$412K	Sell	4,256 -540	-11%	-$48.4K	0.25%	103
2023 Q3	$414K	Buy	4,796 +741	+18%	+$68.3K	0.28%	89
2023 Q2	$387K	Buy	4,055 +452	+13%	+$43K	0.26%	90
2023 Q1	$338K	Buy	3,603 +1,213	+51%	+$109K	0.22%	100
2022 Q4	$200K	Buy	+2,390	New	+$193K	0.11%	203

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Resurgent Financial Advisors's EFG Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 2,461 shares worth $274K. The stake represents 0.1% of the portfolio and ranks #216 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in EFG as recently as Q2 2025.

Resurgent Financial Advisors first reported a position in EFG in Q4 2022 and has held it in 12 quarters since. The position peaked at $950K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Resurgent Financial Advisors held 2,461 shares of iShares MSCI EAFE Growth ETF worth $274K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Resurgent Financial Advisors position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of Resurgent Financial Advisors's portfolio in Q1 2026, its #216 holding.
Resurgent Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 12 quarters since.
Resurgent Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $950K in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.