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

Resurgent Financial Advisors’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 		$296K Sell
3,069
-155
-5% -$14.9K 0.08% 235
2026
Q1 		$292K Buy
+3,224
New +$301K 0.11% 209
2025
Q4 		– Sell
-2,686
Closed -$235K – 220
2025
Q3 		$235K Sell
2,686
-1,042
-28% -$88.5K 0.12% 192
2025
Q2 		$311K Buy
3,728
+40
+1% +$3.17K 0.17% 143
2025
Q1 		$279K Sell
3,688
-557
-13% -$41.7K 0.17% 146
2024
Q4 		$298K Sell
4,245
-8,084
-66% -$596K 0.18% 139
2024
Q3 		$962K Sell
12,329
-1,050
-8% -$78.6K 0.56% 45
2024
Q2 		$972K Sell
13,379
-995
-7% -$73.2K 0.6% 44
2024
Q1 		$1.07M Buy
14,374
+3,012
+27% +$214K 0.57% 47
2023
Q4 		$799K Buy
11,362
+7,521
+196% +$496K 0.49% 48
2023
Q3 		$247K Buy
3,841
+3,378
+730% +$226K 0.17% 125
2023
Q2 		$31.3K Hold
463
– – 0.02% 420
2023
Q1 		$31K Hold
463
– – 0.02% 414
2022
Q4 		$28.5K Buy
+463
New +$27.3K 0.02% 543

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Resurgent Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, selling an estimated $14.9K and leaving 3,069 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #235.

Resurgent Financial Advisors first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q1 2024. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Resurgent Financial Advisors held 3,069 shares of iShares Core MSCI EAFE ETF worth $296K as of Q2 2026.
  • Resurgent Financial Advisors sold 155 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Resurgent Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • Resurgent Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Resurgent Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $1.07M in Q1 2024.
  • 2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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