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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

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

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

Resurgent Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 30% in Q1 2026, selling an estimated $333K and leaving 10,107 shares worth $751K. The position accounts for 0.27% of the portfolio, ranked #90.

Resurgent Financial Advisors first reported a position in EFV in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Resurgent Financial Advisors held 10,107 shares of iShares MSCI EAFE Value ETF worth $751K as of Q1 2026.
Resurgent Financial Advisors sold 4,425 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $333K.
iShares MSCI EAFE Value ETF made up 0.27% of Resurgent Financial Advisors's portfolio in Q1 2026, its #90 holding.
Resurgent Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 17 quarters since.
Resurgent Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $1.35M in Q2 2025.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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