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

Resurgent Financial Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,107
Closed -$751K – 319
2026
Q1 		$751K Sell
10,107
-4,425
-30% -$333K 0.27% 90
2025
Q4 		$1.04M Sell
14,532
-2,697
-16% -$187K 0.52% 49
2025
Q3 		$1.17M Sell
17,229
-4,059
-19% -$267K 0.57% 43
2025
Q2 		$1.35M Buy
21,288
+7,204
+51% +$441K 0.74% 34
2025
Q1 		$830K Sell
14,084
-4,092
-23% -$231K 0.5% 57
2024
Q4 		$954K Buy
18,176
+3,947
+28% +$216K 0.56% 46
2024
Q3 		$819K Buy
14,229
+8,316
+141% +$459K 0.48% 57
2024
Q2 		$314K Sell
5,913
-7,442
-56% -$405K 0.2% 136
2024
Q1 		$727K Buy
13,355
+352
+3% +$18.4K 0.39% 76
2023
Q4 		$677K Buy
13,003
+663
+5% +$32.8K 0.42% 63
2023
Q3 		$604K Buy
12,340
+5,876
+91% +$291K 0.41% 60
2023
Q2 		$316K Buy
6,464
+553
+9% +$27.2K 0.21% 107
2023
Q1 		$287K Sell
5,911
-351
-6% -$17K 0.19% 112
2022
Q4 		$287K Sell
6,262
-271
-4% -$11.8K 0.15% 145
2022
Q3 		$252K Sell
6,533
-2,062
-24% -$87.9K 0.17% 151
2022
Q2 		$373K Buy
8,595
+3,891
+83% +$185K 0.24% 116
2022
Q1 		$236K Buy
+4,704
New +$239K 0.15% 154

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Resurgent Financial Advisors's EFV Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 10,107 shares — an estimated $751K sold.

Resurgent Financial Advisors first reported a position in EFV in Q1 2022 and held it in 17 quarters. The position peaked at $1.35M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Resurgent Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 10,107 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $751K.
  • Resurgent Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and held it in 17 quarters.
  • Resurgent Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $1.35M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.